RSWM
Robertson Stephens Wealth Management’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
8,393
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $449K | Sell |
8,393
-3,139
| -27% | -$168K | 0.02% | 375 |
|
|
2024
Q4 | $552K | Buy |
11,532
+3,139
| +37% | +$150K | 0.02% | 340 |
|
|
2024
Q3 | $373K | Hold |
8,393
| – | – | 0.01% | 477 |
|
|
2024
Q2 | $357K | Sell |
8,393
-1,607
| -16% | -$68.4K | 0.02% | 382 |
|
|
2024
Q1 | $416K | Hold |
10,000
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $367K | Sell |
10,000
-11,445
| -53% | -$420K | 0.02% | 348 |
|
|
2023
Q3 | $763K | Hold |
21,445
| – | – | 0.05% | 240 |
|
|
2023
Q2 | $728K | Sell |
21,445
-800
| -4% | -$27.2K | 0.05% | 227 |
|
|
2023
Q1 | $766K | Hold |
22,245
| – | – | 0.06% | 233 |
|
|
2022
Q4 | $731K | Hold |
22,245
| – | – | 0.07% | 208 |
|
|
2022
Q3 | $667K | Hold |
22,245
| – | – | 0.07% | 188 |
|
|
2022
Q2 | $648K | Buy |
22,245
+12,245
| +122% | +$357K | 0.06% | 209 |
|
|
2022
Q1 | $331K | Sell |
10,000
-1,635
| -14% | -$54.1K | 0.03% | 297 |
|
|
2021
Q4 | $344K | Hold |
11,635
| – | – | 0.03% | 300 |
|
|
2021
Q3 | $331K | Hold |
11,635
| – | – | 0.04% | 248 |
|
|
2021
Q2 | $344K | Hold |
11,635
| – | – | 0.04% | 245 |
|
|
2021
Q1 | $298K | Buy |
11,635
+1,607
| +16% | +$41.2K | 0.05% | 235 |
|
|
2020
Q4 | $217K | Hold |
10,028
| – | – | 0.05% | 231 |
|
|
2020
Q3 | $157K | Hold |
10,028
| – | – | 0.04% | 235 |
|
|
2020
Q2 | $173K | Sell |
10,028
-435
| -4% | -$7.5K | 0.05% | 183 |
|
|
2020
Q1 | $122K | Buy |
10,463
+2,070
| +25% | +$24.1K | 0.04% | 176 |
|
|
2019
Q4 | $213K | Sell |
8,393
-1,635
| -16% | -$41.5K | 0.11% | 100 |
|
|
2019
Q3 | $281K | Buy |
+10,028
| New | +$281K | 0.14% | 100 |
|