WJWM
Williams Jones Wealth Management’s MPLX MPLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.86M | Buy |
55,573
+1,000
| +2% | +$51.5K | 0.03% | 164 |
|
2025
Q1 | $2.92M | Sell |
54,573
-4,202
| -7% | -$225K | 0.04% | 162 |
|
2024
Q4 | $2.81M | Buy |
58,775
+7,822
| +15% | +$374K | 0.03% | 168 |
|
2024
Q3 | $2.27M | Sell |
50,953
-10,330
| -17% | -$459K | 0.03% | 189 |
|
2024
Q2 | $2.61M | Buy |
61,283
+1,300
| +2% | +$55.4K | 0.03% | 174 |
|
2024
Q1 | $2.49M | Buy |
59,983
+2,000
| +3% | +$83.1K | 0.03% | 176 |
|
2023
Q4 | $2.13M | Hold |
57,983
| – | – | 0.03% | 190 |
|
2023
Q3 | $2.06M | Buy |
57,983
+2,000
| +4% | +$71.1K | 0.03% | 191 |
|
2023
Q2 | $1.9M | Sell |
55,983
-5,460
| -9% | -$185K | 0.03% | 200 |
|
2023
Q1 | $2.12M | Buy |
61,443
+17,000
| +38% | +$586K | 0.03% | 200 |
|
2022
Q4 | $1.46M | Sell |
44,443
-200
| -0.4% | -$6.57K | 0.02% | 230 |
|
2022
Q3 | $1.34M | Sell |
44,643
-1,000
| -2% | -$30K | 0.02% | 238 |
|
2022
Q2 | $1.33M | Sell |
45,643
-4,200
| -8% | -$122K | 0.02% | 248 |
|
2022
Q1 | $1.65M | Sell |
49,843
-8,545
| -15% | -$284K | 0.02% | 215 |
|
2021
Q4 | $1.73M | Sell |
58,388
-809
| -1% | -$23.9K | 0.02% | 213 |
|
2021
Q3 | $1.69M | Sell |
59,197
-3,400
| -5% | -$96.8K | 0.02% | 208 |
|
2021
Q2 | $1.85M | Buy |
62,597
+16,433
| +36% | +$486K | 0.03% | 201 |
|
2021
Q1 | $1.18M | Buy |
46,164
+4,700
| +11% | +$120K | 0.02% | 228 |
|
2020
Q4 | $898K | Sell |
41,464
-4,187
| -9% | -$90.7K | 0.01% | 231 |
|
2020
Q3 | $719K | Buy |
45,651
+2,697
| +6% | +$42.5K | 0.01% | 226 |
|
2020
Q2 | $742K | Sell |
42,954
-1,283
| -3% | -$22.2K | 0.02% | 221 |
|
2020
Q1 | $514K | Sell |
44,237
-14,775
| -25% | -$172K | 0.01% | 227 |
|
2019
Q4 | $1.5M | Sell |
59,012
-5,945
| -9% | -$151K | 0.03% | 176 |
|
2019
Q3 | $1.82M | Buy |
+64,957
| New | +$1.82M | 0.04% | 162 |
|