WLPWM
Walled Lake Planning & Wealth Management’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
9,419
| – | – | 0.16% | 70 |
|
|
2025
Q1 | $504K | Hold |
9,419
| – | – | 0.18% | 67 |
|
|
2024
Q4 | $451K | Sell |
9,419
-2,066
| -18% | -$98.9K | 0.17% | 74 |
|
|
2024
Q3 | $511K | Buy |
11,485
+20
| +0.2% | +$889 | 0.19% | 63 |
|
|
2024
Q2 | $488K | Buy |
11,465
+1,000
| +10% | +$42.6K | 0.2% | 62 |
|
|
2024
Q1 | $435K | Hold |
10,465
| – | – | 0.18% | 65 |
|
|
2023
Q4 | $384K | Buy |
10,465
+2,820
| +37% | +$104K | 0.18% | 63 |
|
|
2023
Q3 | $272K | Hold |
7,645
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $259K | Hold |
7,645
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $263K | Buy |
+7,645
| New | +$263K | 0.14% | 69 |
|
|
2022
Q4 | – | Sell |
-7,645
| Closed | -$229K | – | 75 |
|
|
2022
Q3 | $229K | Hold |
7,645
| – | – | 0.16% | 68 |
|
|
2022
Q2 | $223K | Hold |
7,645
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $254K | Hold |
7,645
| – | – | 0.15% | 72 |
|
|
2021
Q4 | $226K | Hold |
7,645
| – | – | 0.13% | 85 |
|
|
2021
Q3 | $218K | Hold |
7,645
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $226K | Hold |
7,645
| – | – | 0.15% | 72 |
|
|
2021
Q1 | $196K | Buy |
+7,645
| New | +$196K | 0.14% | 74 |
|