Carson Wealth (CWM LLC)’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Sell |
71,864
-5,835
| -8% | -$301K | 0.01% | 916 |
|
|
2025
Q4 | $3.39M | Buy |
77,699
+9,747
| +14% | +$404K | 0.01% | 935 |
|
|
2025
Q3 | $2.93M | Buy |
67,952
+58,471
| +617% | +$2.7M | 0.01% | 930 |
|
|
2025
Q2 | $413K | Buy |
9,481
+2,092
| +28% | +$93.6K | ﹤0.01% | 1680 |
|
|
2025
Q1 | $349K | Sell |
7,389
-4,499
| -38% | -$213K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $581K | Buy |
11,888
+5,434
| +84% | +$281K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $353K | Buy |
6,454
+3,404
| +112% | +$178K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $155K | Buy |
3,050
+1,793
| +143% | +$104K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $73K | Sell |
1,257
-710
| -36% | -$40.5K | ﹤0.01% | 2069 |
|
|
2023
Q4 | $110K | Buy |
1,967
+1,736
| +752% | +$94.2K | ﹤0.01% | 1702 |
|
|
2023
Q3 | $13K | Sell |
231
-161
| -41% | -$9.11K | ﹤0.01% | 3004 |
|
|
2023
Q2 | $23K | Buy |
392
+34
| +9% | +$2.05K | ﹤0.01% | 2556 |
|
|
2023
Q1 | $22K | Buy |
358
+36
| +11% | +$2.13K | ﹤0.01% | 2446 |
|
|
2022
Q4 | $20K | Sell |
322
-1
| -0.3% | -$60 | ﹤0.01% | 2383 |
|
|
2022
Q3 | $18K | Buy |
323
+65
| +25% | +$4K | ﹤0.01% | 2304 |
|
|
2022
Q2 | $15K | Sell |
258
-46
| -15% | -$2.73K | ﹤0.01% | 2330 |
|
|
2022
Q1 | $19K | Sell |
304
-158
| -34% | -$9.15K | ﹤0.01% | 2113 |
|
|
2021
Q4 | $27K | Buy |
+462
| New | +$27.6K | ﹤0.01% | 1835 |
|
|
2021
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2378 |
|
|
2021
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2375 |
|
|
2020
Q1 | $5K | Hold |
72
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q1 | $5K | Sell |
72
-266
| -79% | -$15.3K | ﹤0.01% | 2374 |
|
|
2018
Q4 | $18K | Buy |
338
+318
| +1,590% | +$17.4K | ﹤0.01% | 1181 |
|
|
2018
Q3 | $1K | Sell |
20
-2
| -9% | -$111 | ﹤0.01% | 1746 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1594 |
|
|
2018
Q1 | $1K | Sell |
22
-70
| -76% | -$3.56K | ﹤0.01% | 1329 |
|
|
2017
Q4 | $5K | Buy |
92
+22
| +31% | +$1.15K | ﹤0.01% | 1102 |
|
|
2017
Q3 | $4K | Buy |
+70
| New | +$3.45K | ﹤0.01% | 1158 |
|
Other funds holding SON
VPM
VCM
