Institutions / Clark Wealth Partners / Activity
Activity — Clark Wealth Partners
1,393 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2025 as of | Add | Edison International Common stock | $118 | +2 +11.76% | 19 <0.01% of portfolio | low |
| Q2 2025 as of | Add | 92204A306 Common stock | $119 | +1 +0.77% | 131 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Nucor Corp Common stock | $120 | +1 +9.09% | 12 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | FirstEnergy Corp Common stock | $-121 | -3 -10.34% | 26 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Corteva, Inc. Common stock | $-126 | -2 -5.56% | 34 <0.01% of portfolio | low |
| Q3 2025 as of | Trim | BIDU Baidu, Inc. ADR | $-131 | -1 -0.99% | 100 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | CBRE Group Inc Common stock | $-131 | -1 -5.88% | 16 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Baker Hughes Co Common stock | $-132 | -3 -5.17% | 55 <0.01% of portfolio | low |
| Q2 2025 as of | Add | BXP, Inc. Common stock | $135 | +2 +40.00% | 7 <0.01% of portfolio | low |
| Q3 2025 as of | Add | BXP, Inc. Common stock | $135 | +2 +28.57% | 9 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Ventas, Inc. Common stock | $138 | +2 +10.53% | 21 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | CBRE Group Inc Common stock | $-140 | -1 -6.25% | 15 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | International Paper Co /New Common stock | $-141 | -3 -13.04% | 20 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Bank OZK Common stock | $141 | +3 +1.16% | 261 <0.01% of portfolio | low |
| Q3 2025 as of | Add | 09174C104 Common stock | $143 | +3 +0.12% | 2,503 0.07% of portfolio | low |
| Q1 2025 as of | Add | Equity Residential Common stock | $143 | +2 +13.33% | 17 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Digital Realty Trust Inc Common stock | $-143 | -1 -5.56% | 17 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Wells Fargo & COMPANY/MN Common stock | $143 | +2 +0.43% | 469 0.02% of portfolio | low |
| Q1 2025 as of | Add | CenterPoint Energy Inc Common stock | $145 | +4 +9.76% | 45 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Alexandria Real Estate Equities Inc Common stock | $145 | +2 +33.33% | 8 <0.01% of portfolio | low |
| Q1 2025 as of | Add | 3M Co Common stock | $147 | +1 +3.45% | 30 <0.01% of portfolio | low |
| Q2 2025 as of | Add | Mid America Apartment Communities Inc. Common stock | $148 | +1 +20.00% | 6 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Pepsico Inc Common stock | $149 | +1 +1.32% | 77 <0.01% of portfolio | low |
| Q1 2025 as of | Add | DuPont de Nemours, Inc. Common stock | $149 | +2 +9.52% | 23 <0.01% of portfolio | low |
| Q3 2025 as of | Trim | Comcast Corp. Common stock | $-150 | -5 -2.69% | 181 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Johnson & Johnson Common stock | $-153 | -1 -0.51% | 194 0.02% of portfolio | low |
| Q3 2025 as of | Exit | Wayfair Inc. Common stock | $-153 | -3 -100.00% | 0 | low |
| Q1 2025 as of | Add | 464288760 Common stock | $153 | +1 +0.17% | 604 0.06% of portfolio | low |
| Q2 2025 as of | Add | Atmos Energy Corp Common stock | $153 | +1 +0.96% | 105 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Fastenal Co Common stock | $155 | +2 +0.69% | 292 0.01% of portfolio | low |
| Q1 2025 as of | Add | International Flavors & Fragrances Inc Common stock | $155 | +2 +18.18% | 13 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Schwab Charles Corp Common stock | $156 | +2 +0.37% | 542 0.03% of portfolio | low |
| Q3 2025 as of | New | Commerce Bancshares Inc /Mo Common stock | $157 | +3 | 3 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Philip Morris International Inc. Common stock | $-159 | -1 -1.27% | 78 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Simon Property Group Inc Common stock | $-161 | -1 -6.25% | 15 <0.01% of portfolio | low |
| Q2 2025 as of | New | Sirius XM Holdings Inc Common stock | $161 | +7 | 7 <0.01% of portfolio | low |
| Q3 2025 as of | Exit | JD JD.com,Inc. ADR | $-163 | -5 -100.00% | 0 | low |
| Q3 2025 as of | Add | Hasbro, Inc. Common stock | $164 | +2 +28.57% | 9 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Viatris Inc Common stock | $166 | +19 +1.24% | 1,552 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Simon Property Group Inc Common stock | $-166 | -1 -5.88% | 16 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Marathon Petroleum Corp Common stock | $-166 | -1 -5.88% | 16 <0.01% of portfolio | low |
| Q1 2025 as of | Add | Chevron Corp Common stock | $167 | +1 +0.77% | 131 0.01% of portfolio | low |
| Q3 2025 as of | Add | Atmos Energy Corp Common stock | $167 | +1 +0.95% | 106 0.01% of portfolio | low |
| Q2 2025 as of | Trim | Becton Dickinson & Co Common stock | $-172 | -1 -6.67% | 14 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Intercontinental Exchange, Inc. Common stock | $-172 | -1 -3.33% | 29 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | American International Group, Inc. Common stock | $-174 | -2 -6.06% | 31 <0.01% of portfolio | low |
| Q1 2025 as of | Add | DOVER Corp Common stock | $176 | +1 +9.09% | 12 <0.01% of portfolio | low |
| Q2 2025 as of | Trim | Comcast Corp. Common stock | $-179 | -5 -2.62% | 186 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | Comcast Corp. Common stock | $-185 | -5 -2.55% | 191 <0.01% of portfolio | low |
| Q3 2025 as of | Add | Intel Corp Common stock | $185 | +5 +2.12% | 241 <0.01% of portfolio | low |