EWM
Executive Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $257K | Buy |
1,841
+1
| +0.1% | +$140 | 0.02% | 231 |
|
|
2024
Q3 | $300K | Buy |
1,840
+259
| +16% | +$42.2K | 0.02% | 218 |
|
|
2024
Q2 | $274K | Buy |
1,581
+12
| +0.8% | +$2.08K | 0.05% | 106 |
|
|
2024
Q1 | $321K | Buy |
1,569
+1
| +0.1% | +$204 | 0.03% | 191 |
|
|
2023
Q4 | $233K | Buy |
1,568
+1
| +0.1% | +$148 | 0.02% | 198 |
|
|
2023
Q3 | $237K | Buy |
+1,567
| New | +$237K | 0.02% | 179 |
|
|
2023
Q2 | – | Sell |
-1,511
| Closed | -$204K | – | 204 |
|
|
2023
Q1 | $204K | Buy |
+1,511
| New | +$204K | 0.02% | 189 |
|
|
2019
Q3 | – | Sell |
-294
| Closed | -$16K | – | 537 |
|
|
2019
Q2 | $16K | Buy |
294
+146
| +99% | +$7.95K | ﹤0.01% | 511 |
|
|
2019
Q1 | $9K | Sell |
148
-70
| -32% | -$4.26K | ﹤0.01% | 575 |
|
|
2018
Q4 | $13K | Buy |
+218
| New | +$13K | ﹤0.01% | 512 |
|