EWM
Evermay Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,741
| Closed | -$284K | – | 602 |
|
|
2024
Q3 | $284K | Hold |
1,741
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $302K | Hold |
1,741
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $351K | Sell |
1,741
-3
| -0.2% | -$605 | 0.05% | 159 |
|
|
2023
Q4 | $259K | Buy |
1,744
+1,729
| +11,527% | +$257K | 0.05% | 156 |
|
|
2023
Q3 | $2.27K | Hold |
15
| – | – | ﹤0.01% | 495 |
|
|
2023
Q2 | $1.75K | Buy |
+15
| New | +$1.75K | ﹤0.01% | 493 |
|