IWA
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Icon Wealth Advisors’s Sunoco SUN Stock Holding History

Icon Wealth Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$131K Buy
2,443
+394
+19% +$21.1K 0.01% 449
2025
Q1 		$119K Hold
2,049
– – 0.01% 450
2024
Q4 		$105K Hold
2,049
– – 0.01% 495
2024
Q3 		$110K Hold
2,049
– – 0.01% 461
2024
Q2 		$113K Buy
+2,049
New +$113K 0.01% 416