Baldwin Wealth Partners’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,200
| Closed | -$65.6K | – | 889 |
|
|
2024
Q3 | $65.6K | Sell |
1,200
-20
| -2% | -$1.09K | ﹤0.01% | 493 |
|
|
2024
Q2 | $61.9K | Buy |
1,220
+20
| +2% | +$1.01K | ﹤0.01% | 318 |
|
|
2024
Q1 | $69.4K | Hold |
1,200
| – | – | 0.01% | 315 |
|
|
2023
Q4 | $67K | Hold |
1,200
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $65.2K | Hold |
1,200
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $70.8K | Hold |
1,200
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $73.2K | Hold |
1,200
| – | – | 0.01% | 364 |
|
|
2022
Q4 | $72.9K | Buy |
+1,200
| New | +$72.9K | 0.01% | 355 |
|
|
2016
Q2 | – | Sell |
-2,825
| Closed | -$137K | – | 485 |
|
|
2016
Q1 | $137K | Buy |
+2,825
| New | +$137K | 0.02% | 212 |
|