CWP
CFM Wealth Partners’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Hold |
42,876
| – | – | 0.35% | 52 |
|
|
2025
Q1 | $2.29M | Buy |
42,876
+4,955
| +13% | +$265K | 0.4% | 49 |
|
|
2024
Q4 | $1.81M | Hold |
37,921
| – | – | 0.31% | 57 |
|
|
2024
Q3 | $1.69M | Hold |
37,921
| – | – | 0.29% | 61 |
|
|
2024
Q2 | $1.62M | Buy |
37,921
+7,369
| +24% | +$314K | 0.3% | 63 |
|
|
2024
Q1 | $1.27M | Buy |
30,552
+8,443
| +38% | +$351K | 0.25% | 71 |
|
|
2023
Q4 | $812K | Buy |
+22,109
| New | +$812K | 0.18% | 86 |
|
|
2023
Q3 | – | Sell |
-21,391
| Closed | -$726K | – | 152 |
|
|
2023
Q2 | $726K | Buy |
+21,391
| New | +$726K | 0.18% | 91 |
|
|
2023
Q1 | – | Sell |
-21,391
| Closed | -$702K | – | 161 |
|
|
2022
Q4 | $702K | Buy |
+21,391
| New | +$702K | 0.21% | 87 |
|
|
2022
Q3 | – | Sell |
-21,391
| Closed | -$624K | – | 162 |
|
|
2022
Q2 | $624K | Hold |
21,391
| – | – | 0.19% | 96 |
|
|
2022
Q1 | $710K | Hold |
21,391
| – | – | 0.17% | 95 |
|
|
2021
Q4 | $640K | Hold |
21,391
| – | – | 0.14% | 105 |
|
|
2021
Q3 | $609K | Buy |
+21,391
| New | +$609K | 0.15% | 101 |
|