CWM
Compass Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-800
| Closed | -$46.4K | – | 374 |
|
|
2025
Q1 | $46.4K | Hold |
800
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $41.2K | Hold |
800
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $42.9K | Hold |
800
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $45.2K | Hold |
800
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $48.2K | Hold |
800
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $47.9K | Hold |
800
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $39.2K | Buy |
800
+300
| +60% | +$14.7K | 0.01% | 254 |
|
|
2023
Q2 | $21.8K | Hold |
500
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $21.9K | Hold |
500
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $21.6K | Buy |
+500
| New | +$21.6K | 0.01% | 310 |
|