Institutions / Clark Wealth Partners / Activity
Activity — Clark Wealth Partners
1,393 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 |
| Q3 2025 as of | New | 316092840 Common stock | $16.93M | +299K | 298,584 10.31% of portfolio | medium |
| Q3 2025 as of | Trim | 808524797 Common stock | $-15.24M | -555K -91.22% | 53,443 0.89% of portfolio | medium |
| Q1 2025 as of | Add | 69344A107 Common stock | $15.00M | +302K +273.54% | 411,838 12.48% of portfolio | medium |
| Q2 2025 as of | Trim | 69344A107 Common stock | $-11.60M | -233K -56.62% | 178,675 5.42% of portfolio | medium |
| Q3 2025 as of | Trim | 69374H881 Common stock | $-10.87M | -182K -99.95% | 87 <0.01% 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 |
| Q1 2025 as of | Trim | 46137V472 Common stock | $-7.12M | -78K -58.27% | 55,694 3.11% of portfolio | medium |
| Q3 2025 as of | New | 025072703 Common stock | $6.57M | +80K | 79,860 4.00% of portfolio | medium |
| Q2 2025 as of | Trim | 46434V803 Common stock | $-5.54M | -146K -43.52% | 189,360 4.38% of portfolio | medium |
| Q3 2025 as of | Trim | 46434V803 Common stock | $-4.89M | -118K -62.44% | 71,133 1.79% of portfolio | low |
| Q3 2025 as of | Add | 46137V472 Common stock | $3.76M | +37K +85.50% | 79,744 4.98% of portfolio | low |
| Q1 2025 as of | Trim | 69374H881 Common stock | $-3.63M | -66K -28.29% | 168,088 5.61% of portfolio | low |
| Q2 2025 as of | Trim | 78463V107 Common stock | $-3.27M | -11K -76.61% | 3,276 0.61% of portfolio | low |
| Q3 2025 as of | Trim | 46137V498 Common stock | $-2.32M | -32K -12.73% | 220,810 9.69% of portfolio | low |
| Q3 2025 as of | Trim | 464287309 Common stock | $-2.01M | -16K -71.99% | 6,335 0.48% of portfolio | low |
| Q1 2025 as of | New | 33740F755 Common stock | $1.84M | +62K | 62,110 1.12% of portfolio | low |
| Q3 2025 as of | Trim | 46138E222 Common stock | $-1.69M | -30K -10.11% | 270,151 9.14% of portfolio | low |
| Q2 2025 as of | Trim | 46137V472 Common stock | $-1.25M | -13K -22.81% | 42,989 2.57% of portfolio | low |
| Q1 2025 as of | Trim | Tapestry Inc Common stock | $-1.07M | -15K -99.92% | 12 <0.01% 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 | Trim | Kinder Morgan, Inc. Common stock | $-960.0K | -35K -99.41% | 207 <0.01% of portfolio | low |
| Q3 2025 as of | New | 74316P579 Common stock | $946.8K | +14K | 14,452 0.58% of portfolio | low |
| Q1 2025 as of | Trim | 46138E222 Common stock | $-914.7K | -21K -6.49% | 298,576 8.03% 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 | Trim | Texas Instruments Inc Common stock | $-795.6K | -4K -98.84% | 45 <0.01% of portfolio | low |
| Q3 2025 as of | New | Qualcomm INC/DE Common stock | $769.8K | +5K | 4,500 0.47% 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 |
| Q3 2025 as of | Trim | Altria Group, Inc. Common stock | $-666.8K | -12K -94.48% | 675 0.02% of portfolio | low |
| Q3 2025 as of | New | Global X Artificial Intelligence & Technology ETF Common stock | $623.8K | +12K | 12,265 0.38% of portfolio | low |
| Q1 2025 as of | Trim | 808524797 Common stock | $-600.8K | -21K -3.64% | 568,648 9.69% 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 | Trim | Home Depot, Inc. Common stock | $-594.1K | -2K -93.12% | 127 0.03% of portfolio | low |
| Q1 2025 as of | Trim | Best Buy Co Inc Common stock | $-589.4K | -8K -99.88% | 10 <0.01% 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 |
| Q3 2025 as of | New | 72201R866 Common stock | $503.4K | +10K | 9,606 0.31% 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 | Trim | Ameren Corp Common stock | $-455.9K | -5K -40.85% | 6,611 0.40% of portfolio | low |
| Q1 2025 as of | Trim | 78463V107 Common stock | $-446.9K | -2K -9.97% | 14,003 2.46% of portfolio | low |
| Q1 2025 as of | Trim | Hershey Co Common stock | $-412.6K | -2K -99.59% | 10 <0.01% of portfolio | low |
| Q1 2025 as of | Trim | 46434V803 Common stock | $-406.2K | -11K -3.23% | 335,262 7.41% 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 | New | 921935508 Common stock | $383.8K | +2K | 2,007 0.23% of portfolio | low |
| Q1 2025 as of | New | 464287200 Common stock | $374.2K | +666 | 666 0.23% of portfolio | low |
| Q3 2025 as of | Add | ELI LILLY & Co Common stock | $346.0K | +322 +1038.71% | 353 0.23% of portfolio | low |