Northwestern Mutual Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $50K | Buy |
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|
2024
Q3 | $11.3K | Buy |
|
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|
2024
Q2 | $4.3K | Sell |
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|
2024
Q1 | $6.03K | Sell |
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|
2023
Q4 | $19.6K | Sell |
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|
2023
Q3 | $57.2K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $26.3K | Hold |
|
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|
2022
Q4 | $25.9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $7K | Buy |
|