IHT Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Buy |
|
|||||
|
2025
Q2 | $552K | Buy |
|
|||||
|
2025
Q1 | $586K | Buy |
|
|||||
|
2024
Q4 | $518K | Buy |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $530K | Buy |
|
|||||
|
2024
Q1 | $544K | Buy |
|
|||||
|
2023
Q4 | $530K | Sell |
|
|||||
|
2023
Q3 | $433K | Buy |
|
|||||
|
2023
Q2 | $370K | Sell |
|
|||||
|
2023
Q1 | $376K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $47K | Hold |
|
|||||
|
2017
Q4 | $54K | Hold |
|
|||||
|
2017
Q3 | $59K | Buy |
|
|||||
|
2017
Q2 | $3 | Buy |
|