MWM
Modern Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
2,262
-232
| -9% | -$38.5K | 0.01% | 543 |
|
|
2025
Q1 | $363K | Buy |
2,494
+262
| +12% | +$38.2K | 0.01% | 478 |
|
|
2024
Q4 | $311K | Sell |
2,232
-15
| -0.7% | -$2.09K | 0.01% | 446 |
|
|
2024
Q3 | $366K | Sell |
2,247
-22
| -1% | -$3.58K | 0.02% | 303 |
|
|
2024
Q2 | $394K | Buy |
2,269
+111
| +5% | +$19.3K | 0.03% | 262 |
|
|
2024
Q1 | $435K | Buy |
2,158
+13
| +0.6% | +$2.62K | 0.04% | 186 |
|
|
2023
Q4 | $318K | Buy |
+2,145
| New | +$318K | 0.04% | 132 |
|