CWP
Concord Wealth Partners’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
2,482
| – | – | 0.06% | 156 |
|
|
2025
Q1 | $362K | Sell |
2,482
-500
| -17% | -$72.8K | 0.06% | 157 |
|
|
2024
Q4 | $416K | Buy |
2,982
+1,116
| +60% | +$156K | 0.07% | 152 |
|
|
2024
Q3 | $304K | Buy |
1,866
+13
| +0.7% | +$2.12K | 0.05% | 169 |
|
|
2024
Q2 | $321K | Sell |
1,853
-100
| -5% | -$17.3K | 0.06% | 161 |
|
|
2024
Q1 | $394K | Hold |
1,953
| – | – | 0.07% | 160 |
|
|
2023
Q4 | $290K | Hold |
1,953
| – | – | 0.06% | 166 |
|
|
2023
Q3 | $296K | Hold |
1,953
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $228K | Hold |
1,953
| – | – | 0.05% | 184 |
|
|
2023
Q1 | $263K | Sell |
1,953
-72
| -4% | -$9.71K | 0.07% | 131 |
|
|
2022
Q4 | $236K | Sell |
2,025
-723
| -26% | -$84.2K | 0.07% | 147 |
|
|
2022
Q3 | $273K | Sell |
2,748
-40
| -1% | -$3.97K | 0.09% | 127 |
|
|
2022
Q2 | $229K | Buy |
2,788
+509
| +22% | +$41.8K | 0.06% | 151 |
|
|
2022
Q1 | $195K | Buy |
2,279
+167
| +8% | +$14.3K | 0.05% | 184 |
|
|
2021
Q4 | $135K | Buy |
2,112
+930
| +79% | +$59.4K | 0.03% | 257 |
|
|
2021
Q3 | $73K | Sell |
1,182
-124
| -9% | -$7.66K | 0.03% | 165 |
|
|
2021
Q2 | $79K | Buy |
1,306
+51
| +4% | +$3.09K | 0.02% | 272 |
|
|
2021
Q1 | $67K | Buy |
1,255
+93
| +8% | +$4.97K | 0.02% | 288 |
|
|
2020
Q4 | $48K | Buy |
+1,162
| New | +$48K | 0.04% | 215 |
|