McDonald Partners’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 | $760K | Sell |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $904K | Hold |
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|
2023
Q4 | $899K | Hold |
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|
2023
Q3 | $734K | Hold |
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|
2023
Q2 | $653K | Hold |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $647K | Hold |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $559K | Hold |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $560K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $478K | Hold |
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|
2020
Q4 | $432K | Buy |
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