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 | Exit | Oscar Health, Inc. Common stock | $-64 | -3 -100.00% | 0 | low |
| Q2 2025 as of | New | Oscar Health, Inc. Common stock | $64 | +3 | 3 <0.01% of portfolio | low |
| Q2 2025 as of | Add | JD JD.com,Inc. ADR | $65 | +2 +66.67% | 5 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Invitation Homes Inc. Common stock | $66 | +2 +7.69% | 28 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Mondelez International, Inc. Common stock | $-68 | -1 -1.47% | 67 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Intel Corp Common stock | $-68 | -3 -1.23% | 240 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Nextera Energy Inc Common stock | $-69 | -1 -0.97% | 102 <0.01% of portfolio | low |
| Q2 2025 as of | Add | 780259305 Common stock | $71 | +1 +0.81% | 124 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Regency Centers Corp Common stock | $-71 | -1 -11.11% | 8 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Mosaic Co/The Common stock | $-73 | -2 -12.50% | 14 <0.01% of portfolio | low |
| Q1 2025 as of | Add | 780259305 Common stock | $73 | +1 +0.82% | 123 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Fidelity National Information Services Inc Common stock | $-75 | -1 -3.57% | 27 <0.01% of portfolio | low |
| Q1 2025 as of | Exit | 886364199 Common stock | $-77 | -2 -100.00% | 0 | low |
| Q3 2025 as of | Trim | Colgate Palmolive Co Common stock | $-79 | -1 -2.44% | 40 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Wells Fargo & COMPANY/MN Common stock | $80 | +1 +0.21% | 470 0.02% of portfolio | low |
| Q1 2025 as of | Trim | MetLife Inc Common stock | $-80 | -1 -2.38% | 41 <0.01% of portfolio | low |
| Q2 2025 as of | Add | UDR, Inc. Common stock | $82 | +2 +15.38% | 15 <0.01% of portfolio | low |
| Q2 2025 as of | Exit | Shift4 Payments, Inc. Common stock | $-82 | -1 -100.00% | 0 | low |
| Q1 2025 as of | Trim | Truist Financial Corp Common stock | $-82 | -2 -2.38% | 82 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Iron Mountain Inc Common stock | $86 | +1 +7.14% | 15 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Bank OZK Common stock | $87 | +2 +0.78% | 258 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Pinnacle West Capital Corp Common stock | $-89 | -1 -16.67% | 5 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | State Street Corporation Common stock | $-90 | -1 -3.13% | 31 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Intel Corp Common stock | $-90 | -4 -1.67% | 236 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | UDR, Inc. Common stock | $-90 | -2 -13.33% | 13 <0.01% of portfolio | low |
| Q2 2025 as of | New | 464287739 Common stock | $95 | +1 | 1 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | 464287739 Common stock | $-95 | -1 -100.00% | 0 | low |
| Q3 2025 as of | Add | Innovative Industrial Properties Inc Common stock | $95 | +2 +6.90% | 31 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Fortinet Inc Common stock | $96 | +1 +0.17% | 596 0.03% of portfolio | low |
| Q1 2025 as of | Exit | 922020805 Common stock | $-97 | -2 -100.00% | 0 | low |
| Q1 2025 as of | Trim | Paccar Inc Common stock | $-97 | -1 -3.13% | 31 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Walmart Inc. Common stock | $98 | +1 +0.20% | 508 0.03% of portfolio | low |
| Q1 2025 as of | Add | Walt Disney Co Common stock | $99 | +1 +0.46% | 218 0.01% of portfolio | low |
| Q1 2025 as of | Trim | Host Hotels & Resorts Inc Common stock | $-100 | -7 -17.95% | 32 <0.01% of portfolio | low |
| Q3 2025 as of | Trim | Kimberly Clark Corp Common stock | $-101 | -1 -5.88% | 16 <0.01% of portfolio | low |
| Q1 2025 as of | Exit | iShares MSCI UAE ETF Common stock | $-101 | -1 -100.00% | 0 | low |
| Q2 2025 as of | Add | 25243Q205 Common stock | $101 | +1 +0.93% | 108 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Keurig Dr Pepper Inc Common stock | $103 | +3 +5.26% | 60 <0.01% of portfolio | low |
| Q1 2025 as of | Add | BALL Corp Common stock | $104 | +2 +15.38% | 15 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Invitation Homes Inc. Common stock | $-105 | -3 -10.34% | 26 <0.01% of portfolio | low |
| Q3 2025 as of | Trim | Estee Lauder Cos Inc/The Common stock | $-105 | -1 -7.69% | 12 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | Callaway Golf Co Common stock | $-105 | -13 -100.00% | 0 | low |
| Q3 2025 as of | Exit | PDD PDD Holdings Inc. ADR | $-105 | -1 -100.00% | 0 | low |
| Q2 2025 as of | New | PDD PDD Holdings Inc. ADR | $105 | +1 | 1 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Prologis Inc Common stock | $-105 | -1 -2.13% | 46 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Aflac Inc Common stock | $-105 | -1 -4.00% | 24 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Fortinet Inc Common stock | $-106 | -1 -0.17% | 595 0.04% of portfolio | low |
| Q2 2025 as of | Trim | Camden Property Trust Common stock | $-113 | -1 -16.67% | 5 <0.01% of portfolio | low |
| Q2 2025 as of | Add | BABA Alibaba Group Holding Ltd ADR | $114 | +1 +100.00% | 2 <0.01% of portfolio | low |
| Q3 2025 as of | Trim | Super Micro Computer, Inc. Common stock | $-117 | -4 -13.79% | 25 <0.01% of portfolio | low |