J.P. Morgan Private Wealth Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $882K | Hold |
18,008
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $784K | Sell |
18,008
-378
| -2% | -$16.5K | ﹤0.01% | 856 |
|
|
2023
Q1 | $807K | Sell |
18,386
-13,405
| -42% | -$588K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $1.37M | Buy |
31,791
+105
| +0.3% | +$4.53K | ﹤0.01% | 997 |
|
|
2022
Q3 | $1.24M | Sell |
31,686
-4,616
| -13% | -$180K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $1.35M | Buy |
36,302
+199
| +0.6% | +$7.41K | ﹤0.01% | 992 |
|
|
2022
Q1 | $1.47M | Buy |
36,103
+11,012
| +44% | +$450K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $1.02M | Buy |
25,091
+194
| +0.8% | +$7.92K | ﹤0.01% | 1230 |
|
|
2021
Q3 | $929K | Buy |
24,897
+208
| +0.8% | +$7.76K | ﹤0.01% | 1247 |
|
|
2021
Q2 | $931K | Buy |
24,689
+9,153
| +59% | +$345K | ﹤0.01% | 1233 |
|
|
2021
Q1 | $495K | Sell |
15,536
-3,962
| -20% | -$126K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $561K | Buy |
19,498
+4,325
| +29% | +$124K | ﹤0.01% | 1250 |
|
|
2020
Q3 | $370K | Sell |
15,173
-800
| -5% | -$19.5K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $365K | Buy |
15,973
+2,537
| +19% | +$58K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $210K | Buy |
13,436
+2,098
| +19% | +$32.8K | ﹤0.01% | 1279 |
|
|
2019
Q4 | $347K | Buy |
11,338
+93
| +0.8% | +$2.85K | ﹤0.01% | 1178 |
|
|
2019
Q3 | $354K | Sell |
11,245
-1,796
| -14% | -$56.5K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $408K | Buy |
13,041
+93
| +0.7% | +$2.91K | ﹤0.01% | 1051 |
|
|
2019
Q1 | $403K | Sell |
12,948
-126
| -1% | -$3.92K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $355K | Buy |
+13,074
| New | +$355K | ﹤0.01% | 1091 |
|
|
2018
Q3 | – | Sell |
-10,858
| Closed | -$271K | – | 1604 |
|
|
2018
Q2 | $271K | Buy |
+10,858
| New | +$271K | ﹤0.01% | 1246 |
|