CWS Financial Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,846
| Closed | -$571K | – | 134 |
|
|
2023
Q4 | $571K | Sell |
3,846
-500
| -12% | -$74.2K | 0.21% | 71 |
|
|
2023
Q3 | $658K | Hold |
4,346
| – | – | 0.26% | 59 |
|
|
2023
Q2 | $507K | Hold |
4,346
| – | – | 0.19% | 82 |
|
|
2023
Q1 | $586K | Sell |
4,346
-124
| -3% | -$16.7K | 0.23% | 70 |
|
|
2022
Q4 | $239K | Sell |
4,470
-56
| -1% | -$2.99K | 0.1% | 124 |
|
|
2022
Q3 | $450K | Hold |
4,526
| – | – | 0.22% | 83 |
|
|
2022
Q2 | $372K | Hold |
4,526
| – | – | 0.17% | 97 |
|
|
2022
Q1 | $387K | Hold |
4,526
| – | – | 0.15% | 101 |
|
|
2021
Q4 | $290K | Buy |
+4,526
| New | +$290K | 0.1% | 120 |
|
|
2021
Q2 | $270K | Hold |
4,470
| – | – | 0.11% | 120 |
|
|
2021
Q1 | $239K | Buy |
+4,470
| New | +$239K | 0.1% | 124 |
|
|
2020
Q2 | – | Sell |
-4,413
| Closed | -$266K | – | 129 |
|
|
2020
Q1 | $266K | Hold |
4,413
| – | – | 0.2% | 97 |
|
|
2019
Q4 | $266K | Buy |
+4,413
| New | +$266K | 0.19% | 98 |
|