SWA
SOA Wealth Advisors’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
3,440
| – | – | 0.03% | 209 |
|
|
2025
Q1 | $184K | Sell |
3,440
-225
| -6% | -$12K | 0.04% | 196 |
|
|
2024
Q4 | $175K | Sell |
3,665
-127
| -3% | -$6.08K | 0.03% | 196 |
|
|
2024
Q3 | $169K | Sell |
3,792
-54
| -1% | -$2.4K | 0.03% | 199 |
|
|
2024
Q2 | $164K | Sell |
3,846
-51
| -1% | -$2.17K | 0.03% | 198 |
|
|
2024
Q1 | $162K | Sell |
3,897
-7
| -0.2% | -$291 | 0.03% | 198 |
|
|
2023
Q4 | $143K | Hold |
3,904
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $139K | Hold |
3,904
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $133K | Hold |
3,904
| – | – | 0.03% | 204 |
|
|
2023
Q1 | $134K | Hold |
3,904
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $128K | Sell |
3,904
-438
| -10% | -$14.4K | 0.03% | 196 |
|
|
2022
Q3 | $130K | Hold |
4,342
| – | – | 0.04% | 180 |
|
|
2022
Q2 | $126K | Hold |
4,342
| – | – | 0.04% | 186 |
|
|
2022
Q1 | $144K | Sell |
4,342
-119
| -3% | -$3.95K | 0.04% | 197 |
|
|
2021
Q4 | $129K | Sell |
4,461
-1,209
| -21% | -$35K | 0.03% | 194 |
|
|
2021
Q3 | $161K | Sell |
5,670
-639
| -10% | -$18.1K | 0.04% | 174 |
|
|
2021
Q2 | $186K | Sell |
6,309
-972
| -13% | -$28.7K | 0.05% | 160 |
|
|
2021
Q1 | $186K | Hold |
7,281
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $174K | Buy |
+7,281
| New | +$174K | 0.05% | 141 |
|