WTC
WhitTier Trust Company’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
113,262
+3,195
| +3% | +$404K | 0.32% | 68 |
|
|
2025
Q1 | $14.2M | Buy |
110,067
+15,308
| +16% | +$1.97M | 0.36% | 65 |
|
|
2024
Q4 | $11.7M | Buy |
94,759
+5,498
| +6% | +$676K | 0.29% | 77 |
|
|
2024
Q3 | $12.1M | Buy |
89,261
+2,352
| +3% | +$318K | 0.31% | 76 |
|
|
2024
Q2 | $10.5M | Buy |
86,909
+2,029
| +2% | +$244K | 0.29% | 75 |
|
|
2024
Q1 | $10.9M | Buy |
84,880
+2,346
| +3% | +$302K | 0.31% | 77 |
|
|
2023
Q4 | $11M | Buy |
82,534
+1,935
| +2% | +$259K | 0.35% | 68 |
|
|
2023
Q3 | $9.54M | Buy |
80,599
+461
| +0.6% | +$54.6K | 0.34% | 70 |
|
|
2023
Q2 | $10.5M | Buy |
80,138
+1,722
| +2% | +$225K | 0.35% | 67 |
|
|
2023
Q1 | $11M | Buy |
78,416
+31,184
| +66% | +$4.39M | 0.41% | 62 |
|
|
2022
Q4 | $6.75M | Buy |
47,232
+33,951
| +256% | +$4.85M | 0.27% | 88 |
|
|
2022
Q3 | $1.8M | Buy |
13,281
+916
| +7% | +$124K | 0.08% | 209 |
|
|
2022
Q2 | $1.97M | Buy |
12,365
+965
| +8% | +$154K | 0.08% | 201 |
|
|
2022
Q1 | $2M | Buy |
11,400
+1,743
| +18% | +$305K | 0.07% | 211 |
|
|
2021
Q4 | $2.03M | Buy |
9,657
+933
| +11% | +$196K | 0.07% | 205 |
|
|
2021
Q3 | $1.61M | Buy |
8,724
+355
| +4% | +$65.7K | 0.07% | 219 |
|
|
2021
Q2 | $1.44M | Buy |
8,369
+166
| +2% | +$28.5K | 0.06% | 228 |
|
|
2021
Q1 | $1.23M | Buy |
8,203
+740
| +10% | +$111K | 0.06% | 237 |
|
|
2020
Q4 | $1.13M | Buy |
7,463
+907
| +14% | +$138K | 0.06% | 227 |
|
|
2020
Q3 | $921K | Buy |
6,556
+245
| +4% | +$34.4K | 0.05% | 234 |
|
|
2020
Q2 | $856K | Buy |
6,311
+2,226
| +54% | +$302K | 0.05% | 231 |
|
|
2020
Q1 | $510K | Buy |
+4,085
| New | +$510K | 0.04% | 270 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$4K | – | 952 |
|
|
2016
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 891 |
|