Baldwin Wealth Partners’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$609K	Hold	11,360	–	–	0.04%	135
2025 Q1	$660K	Hold	11,360	–	–	0.05%	121
2024 Q4	$584K	Hold	11,360	–	–	0.04%	134
2024 Q3	$610K	Hold	11,360	–	–	0.04%	177
2024 Q2	$642K	Buy	11,360 +860	+8%	+$48.6K	0.05%	120
2024 Q1	$633K	Hold	10,500	–	–	0.05%	133
2023 Q4	$629K	Hold	10,500	–	–	0.05%	131
2023 Q3	$514K	Hold	10,500	–	–	0.04%	146
2023 Q2	$457K	Hold	10,500	–	–	0.04%	172
2023 Q1	$461K	Hold	10,500	–	–	0.04%	166
2022 Q4	$453K	Hold	10,500	–	–	0.04%	168
2022 Q3	$409K	Hold	10,500	–	–	0.06%	109
2022 Q2	$391K	Hold	10,500	–	–	0.05%	126
2022 Q1	$429K	Hold	10,500	–	–	0.05%	135
2021 Q4	$429K	Hold	10,500	–	–	0.04%	144
2021 Q3	$392K	Hold	10,500	–	–	0.04%	141
2021 Q2	$396K	Hold	10,500	–	–	0.04%	142
2021 Q1	$334K	Hold	10,500	–	–	0.04%	137
2020 Q4	$302K	Hold	10,500	–	–	0.04%	139
2020 Q3	$256K	Hold	10,500	–	–	0.04%	144
2020 Q2	$240K	Hold	10,500	–	–	0.04%	142
2020 Q1	$164K	Hold	10,500	–	–	0.03%	164
2019 Q4	$321K	Hold	10,500	–	–	0.04%	141
2019 Q3	$330K	Hold	10,500	–	–	0.05%	136
2019 Q2	$328K	Hold	10,500	–	–	0.05%	162
2019 Q1	$327K	Hold	10,500	–	–	0.05%	164
2018 Q4	$285K	Hold	10,500	–	–	0.05%	163
2018 Q3	$310K	Hold	10,500	–	–	0.04%	171
2018 Q2	$262K	Hold	10,500	–	–	0.04%	175
2018 Q1	$268K	Hold	10,500	–	–	0.04%	171
2017 Q4	$298K	Buy	10,500 +500	+5%	+$14.2K	0.05%	165
2017 Q3	$311K	Hold	10,000	–	–	0.05%	160
2017 Q2	$306K	Buy	10,000 +2,500	+33%	+$76.5K	0.05%	165
2017 Q1	$181K	Buy	7,500 +1,500	+25%	+$36.2K	0.03%	195
2016 Q4	$161K	Sell	6,000 -4,000	-40%	-$107K	0.03%	193
2016 Q3	$290K	Buy	+10,000	New	+$290K	0.05%	158