WBH Advisory’s Sun Communities SUI Stock Holding History

WBH Advisory’s Portfolio SUI Stock Details SUI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Buy	11,138 +36	+0.3%	+$4.55K	0.12%	127
2025 Q1	$1.43M	Buy	11,102 +10	+0.1%	+$1.29K	0.13%	119
2024 Q4	$1.36M	Sell	11,092 -492	-4%	-$60.5K	0.13%	121
2024 Q3	$1.57M	Sell	11,584 -266	-2%	-$35.9K	0.15%	112
2024 Q2	$1.43M	Sell	11,850 -593	-5%	-$71.4K	0.14%	117
2024 Q1	$1.6M	Sell	12,443 -262	-2%	-$33.7K	0.16%	108
2023 Q4	$1.7M	Sell	12,705 -828	-6%	-$111K	0.19%	101
2023 Q3	$1.6M	Sell	13,533 -683	-5%	-$80.8K	0.2%	103
2023 Q2	$1.85M	Sell	14,216 -198	-1%	-$25.8K	0.22%	94
2023 Q1	$2.03M	Buy	+14,414	New	+$2.03M	0.25%	88
2022 Q3	$1.93M	Sell	14,261 -315	-2%	-$42.6K	0.28%	81
2022 Q2	$2.34M	Sell	14,576 -968	-6%	-$155K	0.31%	74
2022 Q1	$2.85M	Buy	15,544 +984	+7%	+$180K	0.35%	69
2021 Q4	$3.06M	Buy	14,560 +171	+1%	+$35.9K	0.35%	69
2021 Q3	$2.66M	Buy	14,389 +671	+5%	+$124K	0.36%	61
2021 Q2	$2.59M	Sell	13,718 -108	-0.8%	-$20.4K	0.38%	56
2021 Q1	$2.07M	Buy	13,826 +40	+0.3%	+$6K	0.34%	66
2020 Q4	$2.02M	Buy	13,786 +354	+3%	+$51.7K	0.35%	62
2020 Q3	$1.89M	Buy	13,432 +87	+0.7%	+$12.2K	0.38%	61
2020 Q2	$1.81M	Buy	13,345 +381	+3%	+$51.7K	0.44%	56
2020 Q1	$1.62K	Buy	12,964 +259	+2%	+$32	0.38%	54
2019 Q4	$19.6M	Buy	12,705 +104	+0.8%	+$160K	4.01%	3
2019 Q3	$1.87M	Buy	12,601 +4	+0%	+$594	0.42%	57
2019 Q2	$1.61M	Sell	12,597 -45	-0.4%	-$5.77K	0.37%	66
2019 Q1	$1.5M	Sell	12,642 -24	-0.2%	-$2.84K	0.36%	69
2018 Q4	$1.29K	Buy	12,666 +7	+0.1%	+$1	0.31%	75
2018 Q3	$1.29M	Buy	12,659 +8	+0.1%	+$812	0.31%	77
2018 Q2	$1.24M	Sell	12,651 -220	-2%	-$21.5K	0.32%	76
2018 Q1	$1.18M	Sell	12,871 -141	-1%	-$12.9K	0.32%	80
2017 Q4	$1.21M	Buy	13,012 +9	+0.1%	+$835	0.32%	77
2017 Q3	$1.11M	Sell	13,003 -141	-1%	-$12.1K	0.31%	78
2017 Q2	$1.15M	Sell	13,144 -517	-4%	-$45.3K	0.32%	71
2017 Q1	$1.1M	Buy	13,661 +84	+0.6%	+$6.75K	0.33%	70
2016 Q4	$1.04M	Sell	13,577 -3,088	-19%	-$237K	0.35%	66
2016 Q3	$1.31M	Buy	+16,665	New	+$1.31M	0.45%	53