Straight Path Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,003
| Closed | -$1.04M | – | 97 |
|
|
2023
Q4 | $1.04M | Hold |
7,003
| – | – | 0.61% | 24 |
|
|
2023
Q3 | $1.06M | Hold |
7,003
| – | – | 0.72% | 17 |
|
|
2023
Q2 | $817K | Hold |
7,003
| – | – | 0.56% | 24 |
|
|
2023
Q1 | $944K | Buy |
7,003
+3
| +0% | +$404 | 0.75% | 19 |
|
|
2022
Q4 | $815K | Hold |
7,000
| – | – | 0.78% | 24 |
|
|
2022
Q3 | $695K | Hold |
7,000
| – | – | 0.62% | 30 |
|
|
2022
Q2 | $575K | Hold |
7,000
| – | – | 0.56% | 31 |
|
|
2022
Q1 | $599K | Sell |
7,000
-10,000
| -59% | -$856K | 0.51% | 31 |
|
|
2021
Q4 | $1.09M | Buy |
+17,000
| New | +$1.09M | 0.95% | 18 |
|