CSWM
Cassady Schiller Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.5K | Hold |
262
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $42.7K | Hold |
262
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $45.5K | Hold |
262
| – | – | 0.02% | 205 |
|
|
2024
Q1 | $52.8K | Sell |
262
-95
| -27% | -$19.1K | 0.02% | 206 |
|
|
2023
Q4 | $52.9K | Hold |
357
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $54K | Hold |
357
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $41.6K | Hold |
357
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $48.1K | Hold |
357
| – | – | 0.02% | 202 |
|
|
2022
Q4 | $41.5K | Buy |
+357
| New | +$41.5K | 0.03% | 210 |
|
|
2022
Q1 | – | Sell |
-360
| Closed | -$23K | – | 407 |
|
|
2021
Q4 | $23K | Buy |
+360
| New | +$23K | 0.01% | 263 |
|