WMA
Wealth Management Associates’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,650
| Closed | -$370K | – | 217 |
|
|
2024
Q4 | $370K | Hold |
2,650
| – | – | 0.16% | 125 |
|
|
2024
Q3 | $432K | Buy |
2,650
+455
| +21% | +$74.1K | 0.19% | 114 |
|
|
2024
Q2 | $381K | Hold |
2,195
| – | – | 0.18% | 112 |
|
|
2024
Q1 | $381K | Sell |
2,195
-350
| -14% | -$60.7K | 0.18% | 112 |
|
|
2023
Q4 | $378K | Sell |
2,545
-765
| -23% | -$113K | 0.2% | 110 |
|
|
2023
Q3 | $501K | Buy |
3,310
+390
| +13% | +$59K | 0.29% | 75 |
|
|
2023
Q2 | $340K | Hold |
2,920
| – | – | 0.19% | 107 |
|
|
2023
Q1 | $394K | Hold |
2,920
| – | – | 0.24% | 95 |
|
|
2022
Q4 | $340K | Sell |
2,920
-2,265
| -44% | -$264K | 0.23% | 103 |
|
|
2022
Q3 | $515K | Buy |
+5,185
| New | +$515K | 0.36% | 73 |
|