Heritage Wealth Management (Arizona)’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$202K | – | 183 |
|
|
2024
Q1 | $202K | Buy |
+1,000
| New | +$202K | 0.1% | 173 |
|
|
2022
Q4 | $295K | Buy |
2,534
+1,297
| +105% | +$151K | 0.04% | 295 |
|
|
2022
Q3 | $123K | Hold |
1,237
| – | – | 0.04% | 306 |
|
|
2022
Q2 | $102K | Sell |
1,237
-1,000
| -45% | -$82.2K | 0.03% | 332 |
|
|
2022
Q1 | $191K | Buy |
+2,237
| New | +$191K | 0.05% | 278 |
|
|
2021
Q3 | $130K | Buy |
2,108
+707
| +50% | +$43.6K | 0.05% | 299 |
|
|
2021
Q2 | $85K | Buy |
1,401
+237
| +20% | +$14.4K | 0.03% | 367 |
|
|
2021
Q1 | $62K | Buy |
+1,164
| New | +$62K | 0.03% | 333 |
|