Wealth Enhancement Advisory Services’s Suburban Propane Partners SPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-19,920
Closed -$364K 3847
2025
Q4
$364K Sell
19,920
-58
-0.3% -$1.09K ﹤0.01% 2743
2025
Q3
$374K Sell
19,978
-85
-0.4% -$1.57K ﹤0.01% 2600
2025
Q2
$369K Buy
20,063
+1,460
+8% +$28.4K ﹤0.01% 2455
2025
Q1
$391K Sell
18,603
-4,722
-20% -$96.2K ﹤0.01% 2226
2024
Q4
$401K Buy
23,325
+5,199
+29% +$95.7K ﹤0.01% 2151
2024
Q3
$325K Sell
18,126
-17,624
-49% -$318K ﹤0.01% 2118
2024
Q2
$679K Buy
35,750
+454
+1% +$8.94K ﹤0.01% 1466
2024
Q1
$721K Sell
35,296
-23,676
-40% -$463K ﹤0.01% 1386
2023
Q4
$1.05M Buy
58,972
+7,364
+14% +$126K ﹤0.01% 1155
2023
Q3
$828K Buy
+51,608
New +$762K ﹤0.01% 1180

Other funds holding SPH