Baldwin Wealth Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Sell |
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|
2025
Q2 | $609K | Hold |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $584K | Hold |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $633K | Hold |
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|
2023
Q4 | $629K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $321K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $327K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $298K | Buy |
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|
2017
Q3 | $311K | Hold |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $181K | Buy |
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|
2016
Q4 | $161K | Sell |
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|
2016
Q3 | $290K | Buy |
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