OWP
Obermeyer Wealth Partners’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
34,199
-982
| -3% | -$50.6K | 0.09% | 84 |
|
|
2025
Q1 | $1.88M | Buy |
35,181
+5,476
| +18% | +$293K | 0.1% | 74 |
|
|
2024
Q4 | $1.42M | Buy |
29,705
+24
| +0.1% | +$1.15K | 0.07% | 83 |
|
|
2024
Q3 | $1.32M | Hold |
29,681
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $1.26M | Sell |
29,681
-981
| -3% | -$41.8K | 0.07% | 90 |
|
|
2024
Q1 | $1.27M | Hold |
30,662
| – | – | 0.08% | 86 |
|
|
2023
Q4 | $1.13M | Sell |
30,662
-436
| -1% | -$16K | 0.08% | 67 |
|
|
2023
Q3 | $1.11M | Sell |
31,098
-124
| -0.4% | -$4.41K | 0.08% | 60 |
|
|
2023
Q2 | $1.06M | Sell |
31,222
-3,244
| -9% | -$110K | 0.08% | 67 |
|
|
2023
Q1 | $1.19M | Sell |
34,466
-654
| -2% | -$22.5K | 0.09% | 65 |
|
|
2022
Q4 | $1.15M | Hold |
35,120
| – | – | 0.09% | 66 |
|
|
2022
Q3 | $1.05M | Hold |
35,120
| – | – | 0.09% | 67 |
|
|
2022
Q2 | $1.02M | Hold |
35,120
| – | – | 0.08% | 68 |
|
|
2022
Q1 | $1.17M | Sell |
35,120
-1,744
| -5% | -$57.9K | 0.07% | 69 |
|
|
2021
Q4 | $1.09M | Sell |
36,864
-5,983
| -14% | -$177K | 0.06% | 72 |
|
|
2021
Q3 | $1.22M | Sell |
42,847
-2,618
| -6% | -$74.5K | 0.07% | 63 |
|
|
2021
Q2 | $1.35M | Sell |
45,465
-1,671
| -4% | -$49.5K | 0.07% | 64 |
|
|
2021
Q1 | $1.21M | Sell |
47,136
-9,913
| -17% | -$254K | 0.07% | 65 |
|
|
2020
Q4 | $1.24M | Sell |
57,049
-6,215
| -10% | -$135K | 0.08% | 59 |
|
|
2020
Q3 | $996K | Sell |
63,264
-13,300
| -17% | -$209K | 0.07% | 57 |
|
|
2020
Q2 | $1.32M | Sell |
76,564
-22,874
| -23% | -$395K | 0.11% | 47 |
|
|
2020
Q1 | $1.16M | Sell |
99,438
-9,706
| -9% | -$113K | 0.12% | 48 |
|
|
2019
Q4 | $2.78M | Sell |
109,144
-2,419
| -2% | -$61.6K | 0.25% | 39 |
|
|
2019
Q3 | $3.13M | Sell |
111,563
-56,479
| -34% | -$1.58M | 0.29% | 41 |
|
|
2019
Q2 | $5.41M | Sell |
168,042
-15,134
| -8% | -$487K | 0.49% | 34 |
|
|
2019
Q1 | $6.03M | Sell |
183,176
-13,329
| -7% | -$438K | 0.57% | 33 |
|
|
2018
Q4 | $5.95M | Sell |
196,505
-25,628
| -12% | -$777K | 0.6% | 33 |
|
|
2018
Q3 | $7.7M | Sell |
222,133
-3,319
| -1% | -$115K | 0.65% | 31 |
|
|
2018
Q2 | $7.7M | Sell |
225,452
-7,362
| -3% | -$251K | 0.68% | 31 |
|
|
2018
Q1 | $7.69M | Sell |
232,814
-2,464
| -1% | -$81.4K | 0.7% | 29 |
|
|
2017
Q4 | $8.35M | Sell |
235,278
-1,438
| -0.6% | -$51K | 0.72% | 31 |
|
|
2017
Q3 | $8.29M | Sell |
236,716
-1,123
| -0.5% | -$39.3K | 0.72% | 32 |
|
|
2017
Q2 | $7.94M | Sell |
237,839
-5,164
| -2% | -$172K | 0.7% | 33 |
|
|
2017
Q1 | $8.77M | Buy |
243,003
+519
| +0.2% | +$18.7K | 0.81% | 30 |
|
|
2016
Q4 | $8.4M | Sell |
242,484
-1,211
| -0.5% | -$41.9K | 0.8% | 31 |
|
|
2016
Q3 | $8.25M | Sell |
243,695
-10,791
| -4% | -$365K | 0.79% | 32 |
|
|
2016
Q2 | $8.56M | Sell |
254,486
-2,889
| -1% | -$97.2K | 0.85% | 31 |
|
|
2016
Q1 | $7.64M | Sell |
257,375
-436
| -0.2% | -$12.9K | 0.71% | 32 |
|
|
2015
Q4 | $10.1M | Buy |
+257,811
| New | +$10.1M | 0.92% | 28 |
|