LWM
Laidlaw Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,553
| Closed | -$386K | – | 260 |
|
|
2023
Q3 | $386K | Sell |
2,553
-6,807
| -73% | -$1.03M | 0.13% | 175 |
|
|
2023
Q2 | $1.09M | Sell |
9,360
-24
| -0.3% | -$2.8K | 0.21% | 112 |
|
|
2023
Q1 | $1.27M | Buy |
9,384
+7,368
| +365% | +$993K | 0.26% | 100 |
|
|
2022
Q4 | $235K | Sell |
2,016
-7,004
| -78% | -$815K | 0.05% | 306 |
|
|
2022
Q3 | $896K | Buy |
9,020
+31
| +0.3% | +$3.08K | 0.21% | 120 |
|
|
2022
Q2 | $739K | Sell |
8,989
-2,778
| -24% | -$228K | 0.15% | 154 |
|
|
2022
Q1 | $1.01M | Buy |
11,767
+2,647
| +29% | +$226K | 0.17% | 143 |
|
|
2021
Q4 | $584K | Buy |
+9,120
| New | +$584K | 0.09% | 204 |
|