JP Morgan Private Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $882K | Hold |
|
|||||
|
2023
Q2 | $784K | Sell |
|
|||||
|
2023
Q1 | $807K | Sell |
|
|||||
|
2022
Q4 | $1.37M | Buy |
|
|||||
|
2022
Q3 | $1.24M | Sell |
|
|||||
|
2022
Q2 | $1.35M | Buy |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $929K | Buy |
|
|||||
|
2021
Q2 | $931K | Buy |
|
|||||
|
2021
Q1 | $495K | Sell |
|
|||||
|
2020
Q4 | $561K | Buy |
|
|||||
|
2020
Q3 | $370K | Sell |
|
|||||
|
2020
Q2 | $365K | Buy |
|
|||||
|
2020
Q1 | $210K | Buy |
|
|||||
|
2019
Q4 | $347K | Buy |
|
|||||
|
2019
Q3 | $354K | Sell |
|
|||||
|
2019
Q2 | $408K | Buy |
|
|||||
|
2019
Q1 | $403K | Sell |
|
|||||
|
2018
Q4 | $355K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $271K | Buy |
|