Heritage Wealth Advisors’s MPLX MPLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.9K | Buy |
1,201
+156
| +15% | +$8.04K | ﹤0.01% | 284 |
|
2025
Q1 | $55.9K | Buy |
1,045
+100
| +11% | +$5.35K | ﹤0.01% | 292 |
|
2024
Q4 | $45.2K | Buy |
945
+163
| +21% | +$7.8K | ﹤0.01% | 315 |
|
2024
Q3 | $34.8K | Hold |
782
| – | – | ﹤0.01% | 356 |
|
2024
Q2 | $33.3K | Buy |
782
+525
| +204% | +$22.4K | ﹤0.01% | 346 |
|
2024
Q1 | $10.7K | Hold |
257
| – | – | ﹤0.01% | 435 |
|
2023
Q4 | $9.44K | Buy |
+257
| New | +$9.44K | ﹤0.01% | 452 |
|
2020
Q1 | – | Sell |
-40,518
| Closed | -$1.03M | – | 533 |
|
2019
Q4 | $1.03M | Buy |
40,518
+5,170
| +15% | +$132K | 0.14% | 67 |
|
2019
Q3 | $990K | Buy |
35,348
+701
| +2% | +$19.6K | 0.15% | 65 |
|
2019
Q2 | $1.12M | Buy |
34,647
+1,369
| +4% | +$44.1K | 0.17% | 60 |
|
2019
Q1 | $1.09M | Sell |
33,278
-24,237
| -42% | -$797K | 0.18% | 54 |
|
2018
Q4 | $1.74M | Buy |
57,515
+735
| +1% | +$22.3K | 0.34% | 40 |
|
2018
Q3 | $1.97M | Buy |
56,780
+10,345
| +22% | +$359K | 0.39% | 39 |
|
2018
Q2 | $1.58M | Hold |
46,435
| – | – | 0.59% | 38 |
|
2018
Q1 | $1.53M | Sell |
46,435
-346
| -0.7% | -$11.4K | 0.64% | 32 |
|
2017
Q4 | $1.66M | Sell |
46,781
-1,446
| -3% | -$51.2K | 0.71% | 31 |
|
2017
Q3 | $1.69M | Sell |
48,227
-107
| -0.2% | -$3.75K | 0.85% | 27 |
|
2017
Q2 | $1.61M | Buy |
48,334
+805
| +2% | +$26.9K | 0.84% | 27 |
|
2017
Q1 | $1.71M | Buy |
+47,529
| New | +$1.71M | 0.92% | 24 |
|