IWA
IVC Wealth Advisors’s Sonoco SON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
6,601
+59
| +0.9% | +$2.57K | 0.14% | 131 |
|
|
2025
Q1 | $309K | Buy |
6,542
+288
| +5% | +$13.6K | 0.17% | 123 |
|
|
2024
Q4 | $306K | Buy |
6,254
+1,060
| +20% | +$51.8K | 0.17% | 116 |
|
|
2024
Q3 | $284K | Sell |
5,194
-375
| -7% | -$20.5K | 0.16% | 127 |
|
|
2024
Q2 | $282K | Hold |
5,569
| – | – | 0.16% | 125 |
|
|
2024
Q1 | $322K | Buy |
5,569
+900
| +19% | +$52.1K | 0.19% | 115 |
|
|
2023
Q4 | $261K | Buy |
4,669
+310
| +7% | +$17.3K | 0.16% | 123 |
|
|
2023
Q3 | $237K | Sell |
4,359
-1
| -0% | -$54 | 0.16% | 124 |
|
|
2023
Q2 | $257K | Hold |
4,360
| – | – | 0.16% | 124 |
|
|
2023
Q1 | $266K | Sell |
4,360
-400
| -8% | -$24.4K | 0.19% | 114 |
|
|
2022
Q4 | $289K | Hold |
4,760
| – | – | 0.21% | 113 |
|
|
2022
Q3 | $270K | Buy |
4,760
+1,050
| +28% | +$59.6K | 0.22% | 111 |
|
|
2022
Q2 | $212K | Buy |
+3,710
| New | +$212K | 0.16% | 133 |
|
|
2021
Q3 | – | Sell |
-3,225
| Closed | -$216K | – | 146 |
|
|
2021
Q2 | $216K | Sell |
3,225
-350
| -10% | -$23.4K | 0.15% | 126 |
|
|
2021
Q1 | $226K | Sell |
3,575
-1,250
| -26% | -$79K | 0.18% | 114 |
|
|
2020
Q4 | $286K | Buy |
+4,825
| New | +$286K | 0.27% | 92 |
|