Glassman Wealth Services’s Marathon Petroleum MPC Stock Holding History

Glassman Wealth Services’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,522	Closed	-$819K	–	1182
2023 Q4	$819K	Buy	5,522 +3	+0.1%	+$446	0.12%	57
2023 Q3	$835K	Sell	5,519 -7	-0.1%	-$976	0.13%	50
2023 Q2	$644K	Sell	5,526 -5	-0.1%	-$581	0.1%	59
2023 Q1	$746K	Buy	5,531 +27	+0.5%	+$3.38K	0.13%	51
2022 Q4	$641K	Buy	5,504 +4,193	+320%	+$478K	0.12%	61
2022 Q3	$130K	Buy	1,311 +49	+4%	+$4.59K	0.03%	209
2022 Q2	$104K	Buy	1,262 +45	+4%	+$4.21K	0.02%	245
2022 Q1	$104K	Buy	1,217 +596	+96%	+$45.3K	0.02%	253
2021 Q4	$40K	Buy	621 +161	+35%	+$10.3K	0.01%	423
2021 Q3	$28K	Buy	460 +66	+17%	+$3.8K	0.01%	494
2021 Q2	$24K	Buy	394 +42	+12%	+$2.46K	0.01%	528
2021 Q1	$19K	Buy	352 +37	+12%	+$1.87K	﹤0.01%	543
2020 Q4	$13K	Sell	315 -127	-29%	-$4.56K	﹤0.01%	648
2020 Q3	$13K	Buy	442 +122	+38%	+$4.29K	﹤0.01%	550
2020 Q2	$12K	Buy	320 +137	+75%	+$4.4K	﹤0.01%	464
2020 Q1	$4K	Sell	183 -287	-61%	-$13.2K	﹤0.01%	559
2019 Q4	$28K	Buy	470 +34	+8%	+$2.13K	0.01%	331
2019 Q3	$26K	Sell	436 -39	-8%	-$2.06K	0.01%	320
2019 Q2	$27K	Buy	475 +56	+13%	+$3.06K	0.01%	323
2019 Q1	$25K	Buy	419 +20	+5%	+$1.26K	0.01%	323
2018 Q4	$24K	Sell	399 -315	-44%	-$21.5K	0.01%	272
2018 Q3	$57K	Sell	714 -8	-1%	-$633	0.03%	202
2018 Q2	$51K	Buy	722 +416	+136%	+$31.8K	0.03%	184
2018 Q1	$22K	Hold	306	–	–	0.01%	275
2017 Q4	$20K	Sell	306 -84	-22%	-$5.14K	0.01%	254
2017 Q3	$22K	Sell	390 -120	-24%	-$6.44K	0.01%	222
2017 Q2	$27K	Buy	510 +63	+14%	+$3.25K	0.02%	201
2017 Q1	$23K	Sell	447 -16	-3%	-$797	0.02%	238
2016 Q4	$23K	Buy	463 +35	+8%	+$1.59K	0.02%	252
2016 Q3	$17K	Buy	428 +25	+6%	+$1.01K	0.01%	249
2016 Q2	$15K	Hold	403	–	–	0.01%	266
2016 Q1	$15K	Hold	403	–	–	0.01%	257
2015 Q4	$21K	Sell	403 -275	-41%	-$14.4K	0.02%	220
2015 Q3	$31K	Hold	678	–	–	0.03%	176
2015 Q2	$35K	Hold	678	–	–	0.03%	174
2015 Q1	$35K	Hold	678	–	–	0.03%	173
2014 Q4	$31K	Buy	+678	New	+$29.8K	0.02%	191