MWPCG
Measured Wealth Private Client Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,333
| Closed | -$217K | – | 191 |
|
|
2024
Q3 | $217K | Sell |
1,333
-401
| -23% | -$65.3K | 0.07% | 170 |
|
|
2024
Q2 | $301K | Sell |
1,734
-352
| -17% | -$61.1K | 0.11% | 149 |
|
|
2024
Q1 | $420K | Buy |
2,086
+136
| +7% | +$27.4K | 0.15% | 111 |
|
|
2023
Q4 | $289K | Sell |
1,950
-290
| -13% | -$43K | 0.11% | 139 |
|
|
2023
Q3 | $339K | Sell |
2,240
-1,746
| -44% | -$264K | 0.14% | 111 |
|
|
2023
Q2 | $465K | Sell |
3,986
-2,025
| -34% | -$236K | 0.18% | 96 |
|
|
2023
Q1 | $810K | Buy |
6,011
+1,836
| +44% | +$248K | 0.31% | 45 |
|
|
2022
Q4 | $486K | Buy |
+4,175
| New | +$486K | 0.2% | 68 |
|
|
2019
Q3 | – | Sell |
-3,774
| Closed | -$211K | – | 179 |
|
|
2019
Q2 | $211K | Buy |
+3,774
| New | +$211K | 0.12% | 178 |
|
|
2018
Q4 | – | Sell |
-316
| Closed | -$25K | – | 467 |
|
|
2018
Q3 | $25K | Buy |
+316
| New | +$25K | 0.02% | 488 |
|