Perigon Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
3,035
+27
| +0.9% | +$4.49K | 0.01% | 673 |
|
|
2025
Q1 | $438K | Hold |
3,008
| – | – | 0.01% | 675 |
|
|
2024
Q4 | $456K | Sell |
3,008
-714
| -19% | -$108K | 0.01% | 665 |
|
|
2024
Q3 | $606K | Sell |
3,722
-74
| -2% | -$12.1K | 0.02% | 556 |
|
|
2024
Q2 | $658K | Buy |
3,796
+245
| +7% | +$42.5K | 0.02% | 466 |
|
|
2024
Q1 | $716K | Buy |
3,551
+428
| +14% | +$86.3K | 0.02% | 452 |
|
|
2023
Q4 | $463K | Sell |
3,123
-482
| -13% | -$71.5K | 0.02% | 518 |
|
|
2023
Q3 | $546K | Sell |
3,605
-2
| -0.1% | -$303 | 0.02% | 429 |
|
|
2023
Q2 | $421K | Buy |
3,607
+491
| +16% | +$57.2K | 0.02% | 507 |
|
|
2023
Q1 | $420K | Sell |
3,116
-76
| -2% | -$10.2K | 0.02% | 433 |
|
|
2022
Q4 | $371K | Buy |
3,192
+1,086
| +52% | +$126K | 0.02% | 465 |
|
|
2022
Q3 | $209K | Buy |
+2,106
| New | +$209K | 0.02% | 530 |
|
|
2021
Q1 | – | Sell |
-909
| Closed | -$38K | – | 817 |
|
|
2020
Q4 | $38K | Buy |
+909
| New | +$38K | ﹤0.01% | 820 |
|
|
2018
Q2 | – | Sell |
-360
| Closed | -$26K | – | 474 |
|
|
2018
Q1 | $26K | Buy |
360
+5
| +1% | +$361 | 0.01% | 396 |
|
|
2017
Q4 | $23K | Buy |
355
+165
| +87% | +$10.7K | 0.01% | 394 |
|
|
2017
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $10K | Hold |
190
| – | – | ﹤0.01% | 498 |
|
|
2017
Q1 | $10K | Hold |
190
| – | – | ﹤0.01% | 526 |
|
|
2016
Q4 | $10K | Hold |
190
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 510 |
|
|
2016
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 386 |
|