Wealth Enhancement Advisory Services
SUN icon

Wealth Enhancement Advisory Services’s Sunoco SUN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$910K Sell
14,050
-25,791
-65% -$1.56M ﹤0.01% 1866
2025
Q4 		$2.1M Sell
39,841
-1,127
-3% -$59.5K ﹤0.01% 1484
2025
Q3 		$2.08M Sell
40,968
-133
-0.3% -$6.92K ﹤0.01% 1410
2025
Q2 		$2.26M Buy
41,101
+35,839
+681% +$1.98M ﹤0.01% 1298
2025
Q1 		$306K Buy
5,262
+279
+6% +$15.8K ﹤0.01% 2440
2024
Q4 		$256K Buy
4,983
+592
+13% +$31.3K ﹤0.01% 2510
2024
Q3 		$236K Buy
4,391
+489
+13% +$26.5K ﹤0.01% 2343
2024
Q2 		$221K Buy
3,902
+564
+17% +$30.8K ﹤0.01% 2213
2024
Q1 		$201K Buy
+3,338
New +$202K ﹤0.01% 2197

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