SVWAG
Sound View Wealth Advisors Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+1,293
| New | +$215K | 0.02% | 396 |
|
|
2024
Q2 | – | Sell |
-1,383
| Closed | -$279K | – | 368 |
|
|
2024
Q1 | $279K | Sell |
1,383
-123
| -8% | -$24.8K | 0.03% | 315 |
|
|
2023
Q4 | $223K | Sell |
1,506
-7
| -0.5% | -$1.04K | 0.02% | 356 |
|
|
2023
Q3 | $229K | Buy |
+1,513
| New | +$229K | 0.03% | 331 |
|
|
2023
Q2 | – | Sell |
-1,817
| Closed | -$245K | – | 370 |
|
|
2023
Q1 | $245K | Buy |
1,817
+311
| +21% | +$41.9K | 0.03% | 315 |
|
|
2022
Q4 | $223K | Buy |
+1,506
| New | +$223K | 0.02% | 356 |
|