TW
Transform Wealth’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $277K | Sell |
1,902
-95
| -5% | -$13.8K | 0.02% | 212 |
|
|
2024
Q4 | $279K | Buy |
1,997
+602
| +43% | +$84K | 0.02% | 222 |
|
|
2024
Q3 | $227K | Buy |
1,395
+4
| +0.3% | +$652 | 0.02% | 206 |
|
|
2024
Q2 | $241K | Buy |
1,391
+4
| +0.3% | +$694 | 0.02% | 194 |
|
|
2024
Q1 | $280K | Buy |
1,387
+3
| +0.2% | +$605 | 0.03% | 189 |
|
|
2023
Q4 | $205K | Sell |
1,384
-125
| -8% | -$18.5K | 0.02% | 232 |
|
|
2023
Q3 | $228K | Buy |
+1,509
| New | +$228K | 0.02% | 223 |
|
|
2023
Q2 | – | Sell |
-1,698
| Closed | -$229K | – | 269 |
|
|
2023
Q1 | $229K | Sell |
1,698
-310
| -15% | -$41.8K | 0.02% | 233 |
|
|
2022
Q4 | $234K | Buy |
+2,008
| New | +$234K | 0.03% | 207 |
|
|
2022
Q2 | – | Sell |
-4,264
| Closed | -$364K | – | 212 |
|
|
2022
Q1 | $364K | Hold |
4,264
| – | – | 0.04% | 183 |
|
|
2021
Q4 | $273K | Hold |
4,264
| – | – | 0.03% | 195 |
|
|
2021
Q3 | $264K | Hold |
4,264
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $258K | Sell |
4,264
-142
| -3% | -$8.59K | 0.03% | 207 |
|
|
2021
Q1 | $236K | Buy |
+4,406
| New | +$236K | 0.05% | 190 |
|
|
2020
Q3 | – | Sell |
-6,125
| Closed | -$229K | – | 227 |
|
|
2020
Q2 | $229K | Sell |
6,125
-88,063
| -93% | -$3.29M | 0.04% | 202 |
|
|
2020
Q1 | $2.23M | Buy |
+94,188
| New | +$2.23M | 0.47% | 75 |
|
|
2019
Q4 | – | Sell |
-7,610
| Closed | -$462K | – | 231 |
|
|
2019
Q3 | $462K | Sell |
7,610
-7,761
| -50% | -$471K | 0.08% | 152 |
|
|
2019
Q2 | $859K | Sell |
15,371
-23,913
| -61% | -$1.34M | 0.13% | 145 |
|
|
2019
Q1 | $2.35M | Buy |
39,284
+2,340
| +6% | +$140K | 0.44% | 82 |
|
|
2018
Q4 | $2.18M | Buy |
36,944
+1,447
| +4% | +$85.4K | 0.45% | 76 |
|
|
2018
Q3 | $2.84M | Sell |
35,497
-5,862
| -14% | -$469K | 0.49% | 76 |
|
|
2018
Q2 | $2.9M | Buy |
41,359
+5,381
| +15% | +$378K | 0.52% | 66 |
|
|
2018
Q1 | $2.63M | Buy |
35,978
+5,702
| +19% | +$417K | 0.5% | 72 |
|
|
2017
Q4 | $2M | Buy |
30,276
+3,690
| +14% | +$244K | 0.37% | 89 |
|
|
2017
Q3 | $1.49M | Buy |
+26,586
| New | +$1.49M | 0.52% | 62 |
|
|
2017
Q2 | – | Sell |
-22,400
| Closed | -$1.13M | – | 114 |
|
|
2017
Q1 | $1.13M | Buy |
22,400
+1,693
| +8% | +$85.6K | 0.42% | 79 |
|
|
2016
Q4 | $1.04M | Buy |
+20,707
| New | +$1.04M | 0.41% | 80 |
|