Institute for Wealth Management’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,351
| Closed | -$202K | – | 564 |
|
|
2025
Q3 | $202K | Buy |
4,351
+1
| +0% | +$49 | 0.02% | 545 |
|
|
2025
Q2 | $204K | Buy |
4,350
+2
| +0% | +$95 | 0.02% | 538 |
|
|
2025
Q1 | $232K | Sell |
4,348
-48
| -1% | -$2.63K | 0.03% | 479 |
|
|
2024
Q4 | $237K | Sell |
4,396
-79
| -2% | -$4.24K | 0.03% | 455 |
|
|
2024
Q3 | $219K | Buy |
+4,475
| New | +$209K | 0.03% | 504 |
|
|
2023
Q2 | – | Sell |
-5,789
| Closed | -$209K | – | 466 |
|
|
2023
Q1 | $209K | Sell |
5,789
-98
| -2% | -$3.63K | 0.04% | 424 |
|
|
2022
Q4 | $204K | Sell |
5,887
-1,535
| -21% | -$53.1K | 0.04% | 428 |
|
|
2022
Q3 | $235K | Sell |
7,422
-98
| -1% | -$4.01K | 0.05% | 385 |
|
|
2022
Q2 | $315K | Sell |
7,520
-54
| -0.7% | -$2.51K | 0.06% | 379 |
|
|
2022
Q1 | $350K | Sell |
7,574
-13
| -0.2% | -$599 | 0.06% | 378 |
|
|
2021
Q4 | $356K | Sell |
7,587
-424
| -5% | -$20.9K | 0.06% | 337 |
|
|
2021
Q3 | $424K | Sell |
8,011
-188
| -2% | -$10.5K | 0.07% | 300 |
|
|
2021
Q2 | $476K | Sell |
8,199
-59
| -0.7% | -$3.37K | 0.08% | 284 |
|
|
2021
Q1 | $423K | Sell |
8,258
-526
| -6% | -$25.6K | 0.08% | 293 |
|
|
2020
Q4 | $414K | Buy |
8,784
+4
| +0% | +$179 | 0.08% | 291 |
|
|
2020
Q3 | $337K | Sell |
8,780
-276
| -3% | -$9.74K | 0.08% | 298 |
|
|
2020
Q2 | $302K | Sell |
9,056
-406
| -4% | -$12.9K | 0.07% | 321 |
|
|
2020
Q1 | $279K | Buy |
9,462
+540
| +6% | +$20K | 0.09% | 294 |
|
|
2019
Q4 | $389K | Sell |
8,922
-99
| -1% | -$4.15K | 0.09% | 296 |
|
|
2019
Q3 | $357K | Sell |
9,021
-351
| -4% | -$13.7K | 0.09% | 292 |
|
|
2019
Q2 | $384K | Sell |
9,372
-859
| -8% | -$36.4K | 0.09% | 299 |
|
|
2019
Q1 | $448K | Buy |
+10,231
| New | +$443K | 0.1% | 260 |
|
|
2018
Q4 | – | Sell |
-11,517
| Closed | -$556K | – | 301 |
|
|
2018
Q3 | $556K | Sell |
11,517
-4
| -0% | -$198 | 0.19% | 152 |
|
|
2018
Q2 | $568K | Buy |
11,521
+289
| +3% | +$14.8K | 0.18% | 154 |
|
|
2018
Q1 | $547K | Sell |
11,232
-1,160
| -9% | -$64.4K | 0.16% | 182 |
|
|
2017
Q4 | $682K | Buy |
12,392
+1,428
| +13% | +$76.7K | 0.16% | 184 |
|
|
2017
Q3 | $588K | Buy |
10,964
+23
| +0.2% | +$1.21K | 0.19% | 167 |
|
|
2017
Q2 | $585K | Buy |
+10,941
| New | +$553K | 0.16% | 197 |
|
Other funds holding IP
