Heritage Trust’s MPLX MPLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,603
| Closed | -$316K | – | 310 |
|
|
2024
Q4 | $316K | Buy |
+6,603
| New | +$316K | 0.04% | 253 |
|
|
2024
Q2 | $281K | Hold |
6,603
| – | – | 0.04% | 246 |
|
|
2024
Q1 | $274K | Sell |
6,603
-6,427
| -49% | -$267K | 0.04% | 245 |
|
|
2023
Q4 | $478K | Sell |
13,030
-2,765
| -18% | -$102K | 0.07% | 197 |
|
|
2023
Q3 | $562K | Hold |
15,795
| – | – | 0.09% | 170 |
|
|
2023
Q2 | $536K | Hold |
15,795
| – | – | 0.08% | 177 |
|
|
2023
Q1 | $544K | Hold |
15,795
| – | – | 0.09% | 173 |
|
|
2022
Q4 | $519K | Hold |
15,795
| – | – | 0.08% | 176 |
|
|
2022
Q3 | $474K | Hold |
15,795
| – | – | 0.08% | 180 |
|
|
2022
Q2 | $460K | Buy |
+15,795
| New | +$460K | 0.08% | 185 |
|