BW
Bison Wealth’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,498
| Closed | -$211K | – | 472 |
|
|
2024
Q2 | $211K | Hold |
3,498
| – | – | 0.03% | 389 |
|
|
2024
Q1 | $211K | Buy |
3,498
+11
| +0.3% | +$663 | 0.03% | 389 |
|
|
2023
Q4 | $209K | Buy |
+3,487
| New | +$209K | 0.04% | 373 |
|
|
2016
Q1 | – | Sell |
-39,628
| Closed | -$1.53M | – | 242 |
|
|
2015
Q4 | $1.53M | Buy |
+39,628
| New | +$1.53M | 0.87% | 26 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$2.35M | – | 258 |
|
|
2015
Q2 | $2.35M | Buy |
+200
| New | +$2.35M | 1.37% | 12 |
|