FWM
Frontier Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $239K | Hold |
2,910
| – | – | 0.02% | 334 |
|
|
2022
Q1 | $250K | Buy |
+2,910
| New | +$250K | ﹤0.01% | 340 |
|
|
2021
Q3 | – | Sell |
-3,450
| Closed | -$208K | – | 441 |
|
|
2021
Q2 | $208K | Buy |
+3,450
| New | +$208K | 0.01% | 404 |
|
|
2019
Q4 | – | Sell |
-4,509
| Closed | -$274K | – | 318 |
|
|
2019
Q3 | $274K | Sell |
4,509
-5,049
| -53% | -$307K | 0.04% | 254 |
|
|
2019
Q2 | $534K | Sell |
9,558
-4,366
| -31% | -$244K | 0.08% | 182 |
|
|
2019
Q1 | $833K | Sell |
13,924
-2,337
| -14% | -$140K | 0.11% | 159 |
|
|
2018
Q4 | $960K | Buy |
16,261
+6,271
| +63% | +$370K | 0.15% | 148 |
|
|
2018
Q3 | $799K | Buy |
9,990
+1,448
| +17% | +$116K | 0.08% | 171 |
|
|
2018
Q2 | $599K | Buy |
8,542
+2,826
| +49% | +$198K | 0.09% | 194 |
|
|
2018
Q1 | $418K | Buy |
5,716
+1,716
| +43% | +$125K | 0.06% | 247 |
|
|
2017
Q4 | $264K | Hold |
4,000
| – | – | 0.04% | 288 |
|
|
2017
Q3 | $224K | Hold |
4,000
| – | – | 0.03% | 342 |
|
|
2017
Q2 | $209K | Hold |
4,000
| – | – | 0.03% | 352 |
|
|
2017
Q1 | $202K | Hold |
4,000
| – | – | 0.03% | 363 |
|
|
2016
Q4 | $201K | Buy |
+4,000
| New | +$201K | 0.03% | 359 |
|
|
2015
Q3 | – | Sell |
-7,814
| Closed | -$409K | – | 361 |
|
|
2015
Q2 | $409K | Buy |
7,814
+2,490
| +47% | +$130K | 0.06% | 224 |
|
|
2015
Q1 | $545K | Sell |
5,324
-263
| -5% | -$26.9K | 0.09% | 157 |
|
|
2014
Q4 | $504K | Buy |
+5,587
| New | +$504K | 0.09% | 141 |
|