Institutions / Clark Wealth Partners / Activity
Activity — Clark Wealth Partners
1,393 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2025 as of | New | 683712145 Common stock | $1 | +3 | 3 <0.01% of portfolio | low |
| Q3 2025 as of | New | 683712137 Common stock | $2 | +3 | 3 <0.01% of portfolio | low |
| Q1 2025 as of | Exit | 90138Q306 Common stock | $-3 | -1 -100.00% | 0 | low |
| Q3 2025 as of | Exit | Orion Properties Inc. Common stock | $-3 | -1 -100.00% | 0 | low |
| Q3 2025 as of | New | 683712129 Common stock | $3 | +3 | 3 <0.01% of portfolio | low |
| Q2 2025 as of | Exit | 679369108 Common stock | $-11 | -9 -100.00% | 0 | low |
| Q3 2025 as of | Exit | Canada Goose Holdings Inc. Common stock | $-11 | -1 -100.00% | 0 | low |
| Q3 2025 as of | Exit | KOHLS Corp Common stock | $-11 | -1 -100.00% | 0 | low |
| Q2 2025 as of | New | Canada Goose Holdings Inc. Common stock | $11 | +1 | 1 <0.01% of portfolio | low |
| Q2 2025 as of | Add | ACIC AMERICAN COASTAL INSURANCE Corp Common Stock | $11 | +1 +50.00% | 3 <0.01% of portfolio | low |
| Q1 2025 as of | Exit | 082490202 Common stock | $-16 | -8 -100.00% | 0 | low |
| Q3 2025 as of | Exit | Coherus Oncology, Inc. Common stock | $-17 | -23 -100.00% | 0 | low |
| Q3 2025 as of | Exit | Jetblue Airways Corporation Common stock | $-17 | -4 -100.00% | 0 | low |
| Q3 2025 as of | Exit | CAN Canaan Inc. ADR | $-19 | -31 -100.00% | 0 | low |
| Q1 2025 as of | Trim | Kenvue Inc. Common stock | $-24 | -1 -1.03% | 96 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Dow Inc. Common stock | $25 | +1 +11.11% | 10 <0.01% of portfolio | low |
| Q2 2025 as of | Add | 055622104 Common stock | $29 | +1 +9.09% | 12 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Host Hotels & Resorts Inc Common stock | $31 | +2 +6.25% | 34 <0.01% of portfolio | low |
| Q2 2025 as of | Exit | TheRealReal, Inc. Common stock | $-32 | -6 -100.00% | 0 | low |
| Q1 2025 as of | Exit | 808524102 Common stock | $-32 | -1 -100.00% | 0 | low |
| Q3 2025 as of | Exit | ACIC AMERICAN COASTAL INSURANCE Corp Common Stock | $-33 | -3 -100.00% | 0 | low |
| Q1 2025 as of | Exit | 460690100 Common stock | $-34 | -1 -100.00% | 0 | low |
| Q3 2025 as of | Trim | Kenvue Inc. Common stock | $-35 | -2 -2.08% | 94 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | V. F. Corporation Common stock | $-35 | -3 -100.00% | 0 | low |
| Q2 2025 as of | New | V. F. Corporation Common stock | $35 | +3 | 3 <0.01% of portfolio | low |
| Q2 2025 as of | New | Magnera Corp Common stock | $36 | +3 | 3 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | Magnera Corp Common stock | $-36 | -3 -100.00% | 0 | low |
| Q2 2025 as of | Add | Halliburton Co Common stock | $41 | +2 +5.00% | 42 <0.01% of portfolio | low |
| Q2 2025 as of | New | Bruker Corp Common stock | $41 | +1 | 1 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | Bruker Corp Common stock | $-41 | -1 -100.00% | 0 | low |
| Q3 2025 as of | New | NiSource Inc Common stock | $42 | +1 | 1 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Kimco Realty Corporation Common stock | $42 | +2 +6.45% | 33 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Delta Air Lines, Inc. Common stock | $-44 | -1 -2.17% | 45 <0.01% of portfolio | low |
| Q1 2025 as of | Exit | 78468R853 Common stock | $-45 | -1 -100.00% | 0 | low |
| Q1 2025 as of | Add | Archer-Daniels-Midland Co Common stock | $48 | +1 +1.22% | 83 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Coterra Energy Inc. Common stock | $-51 | -2 -5.13% | 37 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Weyerhaeuser Co Common stock | $-51 | -2 -5.41% | 35 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Edison International Common stock | $-52 | -1 -5.26% | 18 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | General Mills Inc Common stock | $-52 | -1 -3.57% | 27 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Innovative Industrial Properties Inc Common stock | $54 | +1 +3.70% | 28 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Innovative Industrial Properties Inc Common stock | $55 | +1 +3.57% | 29 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Celanese Corp Common stock | $-57 | -1 -16.67% | 5 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Realty Income Corp Common stock | $57 | +1 +1.82% | 56 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Alliant Energy Corp Common stock | $-61 | -1 -7.69% | 12 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Healthpeak Properties, Inc. Common stock | $61 | +3 +9.38% | 35 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Aes Corp Common stock | $-62 | -5 -13.51% | 32 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Eversource Energy Common stock | $-62 | -1 -3.57% | 27 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Ventas, Inc. Common stock | $63 | +1 +4.76% | 22 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | NIKE, Inc. Common stock | $-63 | -1 -1.64% | 60 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Kimco Realty Corporation Common stock | $-64 | -3 -8.82% | 31 <0.01% of portfolio | low |