CWM
Circle Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $226K | Hold |
1,552
| – | – | 0.01% | 209 |
|
|
2024
Q4 | $217K | Hold |
1,552
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $253K | Hold |
1,552
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $269K | Sell |
1,552
-521
| -25% | -$90.4K | 0.01% | 200 |
|
|
2024
Q1 | $418K | Hold |
2,073
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $308K | Sell |
2,073
-63
| -3% | -$9.35K | 0.01% | 166 |
|
|
2023
Q3 | $323K | Buy |
+2,136
| New | +$323K | 0.01% | 163 |
|