Geneos Wealth Management’s MPLX MPLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.5K | Sell |
1,135
-1,135
| -50% | -$58.5K | ﹤0.01% | 1483 |
|
2025
Q1 | $121K | Buy |
2,270
+1,135
| +100% | +$60.7K | ﹤0.01% | 1458 |
|
2024
Q4 | $54.3K | Buy |
1,135
+409
| +56% | +$19.6K | ﹤0.01% | 1281 |
|
2024
Q3 | $32.3K | Buy |
726
+200
| +38% | +$8.89K | ﹤0.01% | 1362 |
|
2024
Q2 | $22.4K | Buy |
526
+426
| +426% | +$18.1K | ﹤0.01% | 1309 |
|
2024
Q1 | $4.16K | Hold |
100
| – | – | ﹤0.01% | 1749 |
|
2023
Q4 | $3.67K | Hold |
100
| – | – | ﹤0.01% | 1796 |
|
2023
Q3 | $3.56K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
2023
Q2 | $3.39K | Hold |
100
| – | – | ﹤0.01% | 1832 |
|
2023
Q1 | $3.45K | Hold |
100
| – | – | ﹤0.01% | 1810 |
|
2022
Q4 | $3.28K | Buy |
+100
| New | +$3.28K | ﹤0.01% | 1792 |
|
2022
Q3 | – | Sell |
-3,806
| Closed | -$112K | – | 2358 |
|
2022
Q2 | $112K | Hold |
3,806
| – | – | 0.01% | 974 |
|
2022
Q1 | $126K | Buy |
3,806
+1,502
| +65% | +$49.7K | 0.01% | 994 |
|
2021
Q4 | $68K | Hold |
2,304
| – | – | ﹤0.01% | 1337 |
|
2021
Q3 | $66K | Buy |
2,304
+360
| +19% | +$10.3K | ﹤0.01% | 1355 |
|
2021
Q2 | $58K | Hold |
1,944
| – | – | ﹤0.01% | 1405 |
|
2021
Q1 | $52K | Sell |
1,944
-819
| -30% | -$21.9K | ﹤0.01% | 1614 |
|
2020
Q4 | $70K | Sell |
2,763
-2,625
| -49% | -$66.5K | ﹤0.01% | 1298 |
|
2020
Q3 | $86K | Hold |
5,388
| – | – | ﹤0.01% | 1006 |
|
2020
Q2 | $93K | Buy |
5,388
+937
| +21% | +$16.2K | 0.01% | 949 |
|
2020
Q1 | $48K | Buy |
4,451
+3,656
| +460% | +$39.4K | ﹤0.01% | 1128 |
|
2019
Q4 | $20K | Sell |
795
-200
| -20% | -$5.03K | ﹤0.01% | 1690 |
|
2019
Q3 | $27K | Hold |
995
| – | – | ﹤0.01% | 1474 |
|
2019
Q2 | $32K | Hold |
995
| – | – | ﹤0.01% | 1408 |
|
2019
Q1 | $32K | Sell |
995
-218
| -18% | -$7.01K | ﹤0.01% | 1359 |
|
2018
Q4 | $36K | Buy |
1,213
+339
| +39% | +$10.1K | ﹤0.01% | 1251 |
|
2018
Q3 | $30K | Buy |
874
+1
| +0.1% | +$34 | ﹤0.01% | 1406 |
|
2018
Q2 | $29K | Buy |
873
+2
| +0.2% | +$66 | ﹤0.01% | 1299 |
|
2018
Q1 | $28K | Sell |
871
-320
| -27% | -$10.3K | ﹤0.01% | 1249 |
|
2017
Q4 | $26K | Hold |
1,191
| – | – | ﹤0.01% | 1285 |
|
2017
Q3 | $41K | Hold |
1,191
| – | – | ﹤0.01% | 1050 |
|
2017
Q2 | $39K | Hold |
1,191
| – | – | ﹤0.01% | 1026 |
|
2017
Q1 | $42K | Buy |
1,191
+906
| +318% | +$32K | ﹤0.01% | 952 |
|
2016
Q4 | $9K | Hold |
285
| – | – | ﹤0.01% | 1467 |
|
2016
Q3 | $9K | Sell |
285
-287
| -50% | -$9.06K | ﹤0.01% | 1399 |
|
2016
Q2 | $18K | Buy |
572
+244
| +74% | +$7.68K | ﹤0.01% | 1148 |
|
2016
Q1 | $9K | Buy |
+328
| New | +$9K | ﹤0.01% | 1344 |
|