Wealthcare Advisory Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
10,063
+56
| +0.6% | +$3K | 0.01% | 627 |
|
|
2025
Q1 | $581K | Sell |
10,007
-248
| -2% | -$14.4K | 0.02% | 558 |
|
|
2024
Q4 | $528K | Buy |
10,255
+1,371
| +15% | +$70.5K | 0.01% | 553 |
|
|
2024
Q3 | $477K | Sell |
8,884
-4
| -0% | -$215 | 0.01% | 581 |
|
|
2024
Q2 | $503K | Buy |
8,888
+1,900
| +27% | +$107K | 0.02% | 537 |
|
|
2024
Q1 | $421K | Buy |
6,988
+2
| +0% | +$121 | 0.01% | 572 |
|
|
2023
Q4 | $419K | Sell |
6,986
-248
| -3% | -$14.9K | 0.02% | 521 |
|
|
2023
Q3 | $354K | Buy |
7,234
+1,002
| +16% | +$49.1K | 0.02% | 513 |
|
|
2023
Q2 | $271K | Buy |
6,232
+2
| +0% | +$87 | 0.01% | 593 |
|
|
2023
Q1 | $273K | Buy |
6,230
+447
| +8% | +$19.6K | 0.01% | 603 |
|
|
2022
Q4 | $249K | Buy |
5,783
+2
| +0% | +$86 | 0.01% | 584 |
|
|
2022
Q3 | $225K | Buy |
+5,781
| New | +$225K | 0.01% | 550 |
|