SPWG
Sage Private Wealth Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
3,577
+8
| +0.2% | +$1.33K | 0.38% | 32 |
|
|
2025
Q1 | $520K | Sell |
3,569
-544
| -13% | -$79.3K | 0.39% | 32 |
|
|
2024
Q4 | $574K | Sell |
4,113
-145
| -3% | -$20.2K | 0.43% | 28 |
|
|
2024
Q3 | $694K | Buy |
4,258
+311
| +8% | +$50.7K | 0.55% | 19 |
|
|
2024
Q2 | $685K | Buy |
3,947
+391
| +11% | +$67.8K | 0.58% | 17 |
|
|
2024
Q1 | $717K | Buy |
3,556
+796
| +29% | +$160K | 0.57% | 18 |
|
|
2023
Q4 | $410K | Sell |
2,760
-383
| -12% | -$56.8K | 0.37% | 35 |
|
|
2023
Q3 | $476K | Buy |
3,143
+45
| +1% | +$6.81K | 0.66% | 14 |
|
|
2023
Q2 | $361K | Buy |
3,098
+2
| +0.1% | +$233 | 0.49% | 24 |
|
|
2023
Q1 | $417K | Buy |
3,096
+228
| +8% | +$30.7K | 0.48% | 17 |
|
|
2022
Q4 | $334K | Sell |
2,868
-64
| -2% | -$7.45K | 0.4% | 28 |
|
|
2022
Q3 | $291K | Sell |
2,932
-2,108
| -42% | -$209K | 0.38% | 35 |
|
|
2022
Q2 | $414K | Buy |
5,040
+533
| +12% | +$43.8K | 0.6% | 14 |
|
|
2022
Q1 | $385K | Buy |
4,507
+151
| +3% | +$12.9K | 0.37% | 26 |
|
|
2021
Q4 | $278K | Buy |
4,356
+124
| +3% | +$7.91K | 0.35% | 35 |
|
|
2021
Q3 | $262K | Buy |
4,232
+89
| +2% | +$5.51K | 0.36% | 31 |
|
|
2021
Q2 | $250K | Buy |
4,143
+2
| +0% | +$121 | 0.34% | 33 |
|
|
2021
Q1 | $221K | Sell |
4,141
-151
| -4% | -$8.06K | 0.38% | 35 |
|
|
2020
Q4 | $177K | Buy |
+4,292
| New | +$177K | 0.49% | 41 |
|