LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$403 | – | 548 |
|
|
2025
Q1 | $403 | Hold |
3
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $458 | Sell |
3
-12
| -80% | -$1.83K | ﹤0.01% | 547 |
|
|
2024
Q3 | $2.29K | Buy |
+15
| New | +$2.29K | ﹤0.01% | 545 |
|
|
2024
Q1 | – | Sell |
-167
| Closed | -$27.7K | – | 580 |
|
|
2023
Q4 | $27.7K | Buy |
+167
| New | +$27.7K | ﹤0.01% | 441 |
|
|
2022
Q4 | – | Sell |
-156
| Closed | -$15K | – | 595 |
|
|
2022
Q3 | $15K | Hold |
156
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $13K | Hold |
156
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $13K | Hold |
156
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 601 |
|
|
2021
Q3 | $10K | Sell |
156
-89
| -36% | -$5.71K | ﹤0.01% | 589 |
|
|
2021
Q2 | $15K | Buy |
+245
| New | +$15K | ﹤0.01% | 566 |
|
|
2021
Q1 | – | Sell |
-156
| Closed | -$6K | – | 547 |
|
|
2020
Q4 | $6K | Buy |
+156
| New | +$6K | ﹤0.01% | 674 |
|
|
2020
Q2 | – | Sell |
-836
| Closed | -$20K | – | 624 |
|
|
2020
Q1 | $20K | Sell |
836
-42
| -5% | -$1.01K | ﹤0.01% | 463 |
|
|
2019
Q4 | $53K | Hold |
878
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $53K | Hold |
878
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $49K | Hold |
878
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $53K | Hold |
878
| – | – | ﹤0.01% | 397 |
|
|
2018
Q4 | $52K | Buy |
878
+836
| +1,990% | +$49.5K | ﹤0.01% | 405 |
|
|
2018
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 585 |
|
|
2018
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $3K | Sell |
42
-300
| -88% | -$21.4K | ﹤0.01% | 644 |
|
|
2017
Q4 | $23K | Hold |
342
| – | – | ﹤0.01% | 506 |
|
|
2017
Q3 | $19K | Buy |
342
+42
| +14% | +$2.33K | ﹤0.01% | 513 |
|
|
2017
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $12K | Buy |
300
+272
| +971% | +$10.9K | ﹤0.01% | 532 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 628 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 608 |
|
|
2015
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 635 |
|