DWM
Doyle Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $626K | Sell |
6,299
-10
| -0.2% | -$994 | 0.05% | 120 |
|
|
2022
Q2 | $519K | Buy |
6,309
+16
| +0.3% | +$1.32K | 0.04% | 133 |
|
|
2022
Q1 | $538K | Hold |
6,293
| – | – | 0.04% | 149 |
|
|
2021
Q4 | $403K | Hold |
6,293
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $389K | Buy |
+6,293
| New | +$389K | 0.03% | 162 |
|
|
2020
Q2 | – | Sell |
-10,811
| Closed | -$255K | – | 183 |
|
|
2020
Q1 | $255K | Buy |
10,811
+5,831
| +117% | +$138K | 0.04% | 151 |
|
|
2019
Q4 | $300K | Buy |
4,980
+1,506
| +43% | +$90.7K | 0.04% | 163 |
|
|
2019
Q3 | $211K | Buy |
3,474
+6
| +0.2% | +$364 | 0.03% | 190 |
|
|
2019
Q2 | $194K | Buy |
+3,468
| New | +$194K | 0.03% | 192 |
|
|
2019
Q1 | – | Sell |
-3,513
| Closed | -$207K | – | 520 |
|
|
2018
Q4 | $207K | Hold |
3,513
| – | – | 0.03% | 174 |
|
|
2018
Q3 | $281K | Buy |
+3,513
| New | +$281K | 0.04% | 156 |
|