Institutions / Clark Wealth Partners / Activity
Activity — Clark Wealth Partners
422 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Add | 46137V498 Common stock | $17.17M | +252K +39006.80% | 253,021 10.48% of portfolio | medium |
| Q1 2025 as of | Add | 69344A107 Common stock | $15.00M | +302K +273.54% | 411,838 12.48% of portfolio | medium |
| Q3 2025 as of | Add | 808524300 Common stock | $9.52M | +292K +90.91% | 613,001 12.18% of portfolio | medium |
| Q2 2025 as of | Add | 46138G649 Common stock | $8.72M | +38K +97.31% | 77,890 10.78% of portfolio | medium |
| Q3 2025 as of | Add | 46137V472 Common stock | $3.76M | +37K +85.50% | 79,744 4.98% of portfolio | low |
| Q2 2025 as of | Add | 808524797 Common stock | $1.07M | +40K +7.08% | 608,888 9.83% of portfolio | low |
| Q3 2025 as of | Add | Morgan Stanley Common stock | $826.3K | +5K +4193.69% | 4,766 0.52% of portfolio | low |
| Q1 2025 as of | Add | 46641Q332 Common stock | $803.6K | +14K +21.77% | 78,656 2.74% of portfolio | low |
| Q2 2025 as of | Add | 69374H881 Common stock | $752.3K | +14K +8.12% | 181,741 6.10% of portfolio | low |
| Q3 2025 as of | Add | JPMorgan Chase & Co Common stock | $732.7K | +2K +486.94% | 2,741 0.54% of portfolio | low |
| Q2 2025 as of | Add | Altria Group, Inc. Common stock | $595.3K | +10K +486.72% | 12,239 0.44% of portfolio | low |
| Q3 2025 as of | Add | Meta Platforms Inc Common stock | $541.4K | +820 +379.63% | 1,036 0.42% of portfolio | low |
| Q2 2025 as of | Add | 808524300 Common stock | $535.1K | +18K +6.05% | 321,086 5.71% of portfolio | low |
| Q1 2025 as of | Add | Alphabet Inc. Common stock | $498.1K | +3K +598.70% | 3,759 0.35% of portfolio | low |
| Q3 2025 as of | Add | Eaton Corp plc Common stock | $480.6K | +2K +5030.00% | 1,539 0.30% of portfolio | low |
| Q3 2025 as of | Add | Hp Inc Common stock | $403.9K | +18K +7950.44% | 18,355 0.25% of portfolio | low |
| Q3 2025 as of | Add | ELI LILLY & Co Common stock | $346.0K | +322 +1038.71% | 353 0.23% of portfolio | low |
| Q1 2025 as of | Add | 922908363 Common stock | $285.3K | +555 +90.10% | 1,171 0.37% of portfolio | low |
| Q3 2025 as of | Add | 46138G649 Common stock | $284.0K | +1K +1.44% | 79,013 12.17% of portfolio | low |
| Q1 2025 as of | Add | 46138G649 Common stock | $250.3K | +1K +3.40% | 39,475 4.64% of portfolio | low |
| Q3 2025 as of | Add | 81369Y803 Common stock | $226.6K | +2K +111.16% | 2,990 0.26% of portfolio | low |
| Q3 2025 as of | Add | 886364231 Common stock | $214.7K | +9K +11878.08% | 8,744 0.13% of portfolio | low |
| Q2 2025 as of | Add | 46641Q332 Common stock | $192.6K | +3K +4.31% | 82,044 2.84% of portfolio | low |
| Q3 2025 as of | Add | 45409F827 Common stock | $170.3K | +7K +8.01% | 94,426 1.40% of portfolio | low |
| Q1 2025 as of | Add | 921943858 Common stock | $167.5K | +3K +2890.35% | 3,409 0.11% of portfolio | low |
| Q3 2025 as of | Add | Palantir Technologies Inc Common stock | $166.6K | +937 +295.58% | 1,254 0.14% of portfolio | low |
| Q1 2025 as of | Add | Broadcom Inc. Common stock | $150.4K | +898 +30.86% | 3,808 0.39% of portfolio | low |
| Q1 2025 as of | Add | 92203J407 Common stock | $147.4K | +3K +23223.08% | 3,032 0.09% of portfolio | low |
| Q1 2025 as of | Add | Apple Inc. Common stock | $138.8K | +625 +15.50% | 4,656 0.63% of portfolio | low |
| Q3 2025 as of | Add | 746729300 Common stock | $135.3K | +3K +141.13% | 5,071 0.14% of portfolio | low |
| Q1 2025 as of | Add | Altria Group, Inc. Common stock | $120.0K | +2K +2325.58% | 2,086 0.08% of portfolio | low |
| Q3 2025 as of | Add | Medtronic plc Common stock | $115.7K | +1K +16.65% | 8,437 0.49% of portfolio | low |
| Q1 2025 as of | Add | Eog Resources Inc Common stock | $111.1K | +866 +17.45% | 5,828 0.46% of portfolio | low |
| Q2 2025 as of | Add | 46138E222 Common stock | $100.9K | +2K +0.66% | 300,545 9.38% of portfolio | low |
| Q2 2025 as of | Add | Microsoft Corp Common stock | $98.5K | +198 +13.12% | 1,707 0.52% of portfolio | low |
| Q2 2025 as of | Add | NVIDIA Corp Common stock | $98.4K | +623 +22.66% | 3,372 0.32% of portfolio | low |
| Q3 2025 as of | Add | 69344A107 Common stock | $97.1K | +2K +1.10% | 180,634 5.46% of portfolio | low |
| Q3 2025 as of | Add | NVIDIA Corp Common stock | $94.0K | +504 +14.95% | 3,876 0.44% of portfolio | low |
| Q3 2025 as of | Add | Alphabet Inc. Common stock | $90.8K | +290 +7.61% | 4,099 0.78% of portfolio | low |
| Q3 2025 as of | Add | 464288877 Common stock | $85.5K | +1K +138.02% | 2,066 0.09% of portfolio | low |
| Q3 2025 as of | Add | iShares MSCI UAE ETF Common stock | $75.7K | +381 +73.27% | 901 0.11% of portfolio | low |
| Q2 2025 as of | Add | Amazon.com Inc Common stock | $72.6K | +331 +11.83% | 3,128 0.42% of portfolio | low |
| Q3 2025 as of | Add | 33738R704 Common stock | $72.0K | +732 +881.93% | 815 0.05% of portfolio | low |
| Q1 2025 as of | Add | 464287309 Common stock | $68.1K | +734 +3.36% | 22,604 1.28% of portfolio | low |
| Q3 2025 as of | Add | 808524805 Common stock | $68.0K | +3K | 2,830 0.04% of portfolio | low |
| Q1 2025 as of | Add | 921937793 Common stock | $65.7K | +933 +13328.57% | 940 0.04% of portfolio | low |
| Q1 2025 as of | Add | 922042858 Common stock | $64.0K | +1K +3290.70% | 1,458 0.04% of portfolio | low |
| Q3 2025 as of | Add | 464287408 Common stock | $63.6K | +300 +96.15% | 612 0.08% of portfolio | low |
| Q3 2025 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $63.5K | +1K +74.57% | 2,444 0.09% of portfolio | low |
| Q3 2025 as of | Add | 464287200 Common stock | $60.3K | +88 +29.63% | 385 0.16% of portfolio | low |