PWM
Pinnacle Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,878
| Closed | -$2.06M | – | 46 |
|
|
2024
Q2 | $2.06M | Buy |
11,878
+522
| +5% | +$90.6K | 2.58% | 18 |
|
|
2024
Q1 | $2.29M | Sell |
11,356
-1,401
| -11% | -$282K | 2.39% | 14 |
|
|
2023
Q4 | $1.89M | Sell |
12,757
-800
| -6% | -$119K | 2.16% | 21 |
|
|
2023
Q3 | $2.05M | Sell |
13,557
-268
| -2% | -$40.6K | 2.49% | 16 |
|
|
2023
Q2 | $1.61M | Buy |
+13,825
| New | +$1.61M | 1.63% | 28 |
|
|
2022
Q2 | – | Sell |
-26,631
| Closed | -$2.28M | – | 44 |
|
|
2022
Q1 | $2.28M | Sell |
26,631
-6,415
| -19% | -$548K | 2.66% | 10 |
|
|
2021
Q4 | $2.12M | Buy |
+33,046
| New | +$2.12M | 1.81% | 25 |
|