Morton Brown Family Wealth’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $494K | Hold |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $436K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $35K | Buy |
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