HWA
HHM Wealth Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Hold |
1,200
| – | – | 0.01% | 334 |
|
|
2025
Q1 | $69.7K | Hold |
1,200
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $61.7K | Hold |
1,200
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $64.4K | Sell |
1,200
-450
| -27% | -$24.2K | 0.01% | 303 |
|
|
2024
Q2 | $93.3K | Buy |
+1,650
| New | +$93.3K | 0.01% | 255 |
|