Carson Wealth (CWM LLC)’s Sonoco SON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
9,481
+2,092
| +28% | +$91.1K | ﹤0.01% | 1678 |
|
|
2025
Q1 | $349K | Sell |
7,389
-4,499
| -38% | -$212K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $581K | Buy |
11,888
+5,434
| +84% | +$266K | ﹤0.01% | 1319 |
|
|
2024
Q3 | $353K | Buy |
6,454
+3,404
| +112% | +$186K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $155K | Buy |
3,050
+1,793
| +143% | +$91.1K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $73K | Sell |
1,257
-710
| -36% | -$41.2K | ﹤0.01% | 2067 |
|
|
2023
Q4 | $110K | Buy |
1,967
+1,736
| +752% | +$97.1K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $13K | Sell |
231
-161
| -41% | -$9.06K | ﹤0.01% | 3002 |
|
|
2023
Q2 | $23K | Buy |
392
+34
| +9% | +$2K | ﹤0.01% | 2553 |
|
|
2023
Q1 | $22K | Buy |
358
+36
| +11% | +$2.21K | ﹤0.01% | 2444 |
|
|
2022
Q4 | $20K | Sell |
322
-1
| -0.3% | -$62 | ﹤0.01% | 2381 |
|
|
2022
Q3 | $18K | Buy |
323
+65
| +25% | +$3.62K | ﹤0.01% | 2301 |
|
|
2022
Q2 | $15K | Sell |
258
-46
| -15% | -$2.67K | ﹤0.01% | 2327 |
|
|
2022
Q1 | $19K | Sell |
304
-158
| -34% | -$9.88K | ﹤0.01% | 2110 |
|
|
2021
Q4 | $27K | Buy |
+462
| New | +$27K | ﹤0.01% | 1833 |
|
|
2021
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2021
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2020
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2363 |
|
|
2019
Q1 | $5K | Sell |
72
-266
| -79% | -$18.5K | ﹤0.01% | 2363 |
|
|
2018
Q4 | $18K | Buy |
338
+318
| +1,590% | +$16.9K | ﹤0.01% | 1176 |
|
|
2018
Q3 | $1K | Sell |
20
-2
| -9% | -$100 | ﹤0.01% | 1742 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1590 |
|
|
2018
Q1 | $1K | Sell |
22
-70
| -76% | -$3.18K | ﹤0.01% | 1328 |
|
|
2017
Q4 | $5K | Buy |
92
+22
| +31% | +$1.2K | ﹤0.01% | 1101 |
|
|
2017
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 1157 |
|