EWM
Evercore Wealth Management’s Sonoco SON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Hold |
41,446
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $1.96M | Hold |
41,446
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $2.02M | Sell |
41,446
-11,745
| -22% | -$574K | 0.03% | 153 |
|
|
2024
Q3 | $2.91M | Hold |
53,191
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $2.7M | Hold |
53,191
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $3.08M | Sell |
53,191
-2,430
| -4% | -$141K | 0.05% | 130 |
|
|
2023
Q4 | $3.11M | Hold |
55,621
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $3.02M | Sell |
55,621
-982
| -2% | -$53.4K | 0.06% | 118 |
|
|
2023
Q2 | $3.34M | Hold |
56,603
| – | – | 0.06% | 115 |
|
|
2023
Q1 | $3.45M | Sell |
56,603
-997
| -2% | -$60.8K | 0.07% | 113 |
|
|
2022
Q4 | $3.5M | Sell |
57,600
-87
| -0.2% | -$5.28K | 0.07% | 111 |
|
|
2022
Q3 | $3.27M | Hold |
57,687
| – | – | 0.07% | 105 |
|
|
2022
Q2 | $3.29M | Hold |
57,687
| – | – | 0.07% | 114 |
|
|
2022
Q1 | $3.61M | Hold |
57,687
| – | – | 0.06% | 123 |
|
|
2021
Q4 | $3.34M | Sell |
57,687
-3,132
| -5% | -$181K | 0.05% | 129 |
|
|
2021
Q3 | $3.62M | Sell |
60,819
-924
| -1% | -$55.1K | 0.07% | 122 |
|
|
2021
Q2 | $4.13M | Sell |
61,743
-16
| -0% | -$1.07K | 0.08% | 118 |
|
|
2021
Q1 | $3.91M | Hold |
61,759
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $3.66M | Sell |
61,759
-1,932
| -3% | -$114K | 0.08% | 116 |
|
|
2020
Q3 | $3.25M | Buy |
63,691
+20
| +0% | +$1.02K | 0.08% | 112 |
|
|
2020
Q2 | $3.33M | Sell |
63,671
-372
| -0.6% | -$19.5K | 0.09% | 102 |
|
|
2020
Q1 | $2.97M | Sell |
64,043
-5,082
| -7% | -$236K | 0.1% | 101 |
|
|
2019
Q4 | $4.27M | Sell |
69,125
-168
| -0.2% | -$10.4K | 0.11% | 103 |
|
|
2019
Q3 | $4.03M | Sell |
69,293
-500
| -0.7% | -$29.1K | 0.12% | 104 |
|
|
2019
Q2 | $4.56M | Sell |
69,793
-2,800
| -4% | -$183K | 0.14% | 92 |
|
|
2019
Q1 | $4.47M | Sell |
72,593
-884
| -1% | -$54.4K | 0.14% | 96 |
|
|
2018
Q4 | $3.9M | Sell |
73,477
-100
| -0.1% | -$5.31K | 0.15% | 95 |
|
|
2018
Q3 | $4.08M | Sell |
73,577
-392
| -0.5% | -$21.8K | 0.13% | 98 |
|
|
2018
Q2 | $3.88M | Buy |
+73,969
| New | +$3.88M | 0.13% | 98 |
|
|
2018
Q1 | – | Sell |
-3,303
| Closed | -$176K | – | 724 |
|
|
2017
Q4 | $176K | Hold |
3,303
| – | – | 0.01% | 382 |
|
|
2017
Q3 | $167K | Hold |
3,303
| – | – | 0.01% | 389 |
|
|
2017
Q2 | $170K | Hold |
3,303
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $175K | Sell |
3,303
-750
| -19% | -$39.7K | 0.01% | 391 |
|
|
2016
Q4 | $214K | Buy |
4,053
+1,150
| +40% | +$60.7K | 0.01% | 354 |
|
|
2016
Q3 | $153K | Hold |
2,903
| – | – | 0.01% | 426 |
|
|
2016
Q2 | $144K | Hold |
2,903
| – | – | 0.01% | 414 |
|
|
2016
Q1 | $141K | Hold |
2,903
| – | – | 0.01% | 410 |
|
|
2015
Q4 | $119K | Sell |
2,903
-330
| -10% | -$13.5K | 0.01% | 458 |
|
|
2015
Q3 | $122K | Sell |
3,233
-173
| -5% | -$6.53K | 0.01% | 461 |
|
|
2015
Q2 | $146K | Buy |
3,406
+173
| +5% | +$7.42K | 0.01% | 473 |
|
|
2015
Q1 | $147K | Buy |
3,233
+330
| +11% | +$15K | 0.01% | 471 |
|
|
2014
Q4 | $127K | Sell |
2,903
-1
| -0% | -$44 | 0.01% | 422 |
|
|
2014
Q3 | $113K | Hold |
2,904
| – | – | 0.01% | 494 |
|
|
2014
Q2 | $127K | Hold |
2,904
| – | – | 0.01% | 472 |
|
|
2014
Q1 | $119K | Sell |
2,904
-335
| -10% | -$13.7K | 0.01% | 457 |
|
|
2013
Q4 | $136K | Sell |
3,239
-139
| -4% | -$5.84K | 0.01% | 412 |
|
|
2013
Q3 | $131K | Hold |
3,378
| – | – | 0.01% | 445 |
|
|
2013
Q2 | $117K | Buy |
+3,378
| New | +$117K | 0.01% | 473 |
|