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BALDWIN WEALTH PARTNERS LLC/MA → SUN
BALDWIN WEALTH PARTNERS LLC/MA SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$718K
Q3 2026
Peak value
$718K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $493K |
| Q4 2025 | $517K |
| Q1 2026 | $641K |
| Q2 2026 | $666K |
| Q3 2026 | $718K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $718K | 9.9K | — | — |
| Q2 2026 | $666K | 9.9K | — | — |
| Q1 2026 | $641K | 9.9K | — | — |
| Q4 2025 | $517K | 9.9K | — | — |
| Q3 2025 | $493K | 9.9K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M