Morton Brown Family Wealth’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
20,096
| – | – | 0.13% | 37 |
|
|
2025
Q1 | $494K | Hold |
20,096
| – | – | 0.17% | 32 |
|
|
2024
Q4 | $442K | Hold |
20,096
| – | – | 0.15% | 35 |
|
|
2024
Q3 | $416K | Hold |
20,096
| – | – | 0.15% | 36 |
|
|
2024
Q2 | $393K | Hold |
20,096
| – | – | 0.16% | 38 |
|
|
2024
Q1 | $458K | Sell |
20,096
-160
| -0.8% | -$3.65K | 0.19% | 35 |
|
|
2023
Q4 | $462K | Buy |
20,256
+160
| +0.8% | +$3.65K | 0.2% | 36 |
|
|
2023
Q3 | $436K | Hold |
20,096
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $396K | Hold |
20,096
| – | – | 0.21% | 37 |
|
|
2023
Q1 | $432K | Hold |
20,096
| – | – | 0.26% | 36 |
|
|
2022
Q4 | $399K | Buy |
20,096
+18,238
| +982% | +$362K | 0.27% | 35 |
|
|
2022
Q3 | $35K | Buy |
+1,858
| New | +$35K | 0.03% | 76 |
|