FWM
Finer Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
32,942
+859
| +3% | +$46K | 0.94% | 28 |
|
|
2025
Q1 | $1.86M | Buy |
32,083
+1,056
| +3% | +$61.3K | 1.12% | 28 |
|
|
2024
Q4 | $1.6M | Buy |
31,027
+921
| +3% | +$47.4K | 0.91% | 28 |
|
|
2024
Q3 | $1.62M | Buy |
30,106
+3,022
| +11% | +$162K | 1% | 27 |
|
|
2024
Q2 | $1.53M | Buy |
27,084
+1,483
| +6% | +$83.8K | 0.99% | 26 |
|
|
2024
Q1 | $1.54M | Buy |
25,601
+3,325
| +15% | +$200K | 1.01% | 30 |
|
|
2023
Q4 | $1.33M | Buy |
22,276
+1,977
| +10% | +$118K | 0.99% | 31 |
|
|
2023
Q3 | $994K | Buy |
20,299
+4,095
| +25% | +$200K | 0.79% | 33 |
|
|
2023
Q2 | $706K | Buy |
16,204
+626
| +4% | +$27.3K | 0.55% | 45 |
|
|
2023
Q1 | $684K | Buy |
15,578
+444
| +3% | +$19.5K | 0.58% | 44 |
|
|
2022
Q4 | $652K | Buy |
15,134
+33
| +0.2% | +$1.42K | 0.61% | 41 |
|
|
2022
Q3 | $588K | Buy |
15,101
+1,463
| +11% | +$57K | 0.58% | 45 |
|
|
2022
Q2 | $508K | Buy |
13,638
+5,265
| +63% | +$196K | 0.46% | 47 |
|
|
2022
Q1 | $342K | Buy |
+8,373
| New | +$342K | 0.28% | 67 |
|