Beverly Hills Private Wealth’s Sonoco SON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
5,102
-567
-10% -$24.7K 0.04% 312
2025
Q1
$268K Buy
5,669
+224
+4% +$10.6K 0.05% 289
2024
Q4
$266K Sell
5,445
-338
-6% -$16.5K 0.05% 278
2024
Q3
$316K Sell
5,783
-1,356
-19% -$74.1K 0.06% 261
2024
Q2
$362K Sell
7,139
-423
-6% -$21.5K 0.08% 242
2024
Q1
$437K Buy
7,562
+979
+15% +$56.6K 0.1% 218
2023
Q4
$368K Sell
6,583
-914
-12% -$51.1K 0.1% 223
2023
Q3
$407K Sell
7,497
-7,477
-50% -$406K 0.12% 181
2023
Q2
$863K Buy
14,974
+8,099
+118% +$467K 0.14% 156
2023
Q1
$419K Buy
6,875
+1,224
+22% +$74.7K 0.13% 172
2022
Q4
$343K Buy
+5,651
New +$343K 0.15% 153