J.P. Morgan Private Wealth Advisors’s Sonoco SON Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio SON Stock Details SON Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$8.88M	Sell	163,381 -40,743	-20%	-$2.21M	0.03%	391
2023 Q2	$12M	Sell	204,124 -17,281	-8%	-$1.02M	0.06%	210
2023 Q1	$13.5M	Sell	221,405 -19,614	-8%	-$1.2M	0.03%	376
2022 Q4	$14.6M	Buy	241,019 +6,424	+3%	+$390K	0.03%	353
2022 Q3	$13.3M	Buy	234,595 +42,388	+22%	+$2.4M	0.03%	342
2022 Q2	$11M	Sell	192,207 -34,873	-15%	-$1.99M	0.03%	384
2022 Q1	$14.2M	Buy	227,080 +661	+0.3%	+$41.4K	0.03%	370
2021 Q4	$13.1M	Sell	226,419 -13,369	-6%	-$774K	0.03%	386
2021 Q3	$14.3M	Sell	239,788 -13,418	-5%	-$799K	0.03%	367
2021 Q2	$16.9M	Buy	253,206 +10,144	+4%	+$679K	0.04%	339
2021 Q1	$15.4M	Buy	243,062 +11,281	+5%	+$714K	0.05%	312
2020 Q4	$13.7M	Buy	231,781 +3,828	+2%	+$227K	0.04%	323
2020 Q3	$11.6M	Buy	227,953 +2,982	+1%	+$152K	0.05%	305
2020 Q2	$11.8M	Sell	224,971 -1,700	-0.7%	-$88.9K	0.05%	264
2020 Q1	$10.5M	Sell	226,671 -19,189	-8%	-$889K	0.06%	260
2019 Q4	$15.2M	Buy	245,860 +3,869	+2%	+$239K	0.07%	245
2019 Q3	$14.1M	Sell	241,991 -1,842	-0.8%	-$107K	0.07%	235
2019 Q2	$15.9M	Sell	243,833 -6,948	-3%	-$454K	0.09%	216
2019 Q1	$15.4M	Buy	250,781 +456	+0.2%	+$28.1K	0.08%	224
2018 Q4	$13.3M	Buy	250,325 +4,527	+2%	+$241K	0.08%	221
2018 Q3	$13.6M	Sell	245,798 -432	-0.2%	-$24K	0.07%	249
2018 Q2	$12.9M	Sell	246,230 -17,463	-7%	-$917K	0.07%	242
2018 Q1	$12.8M	Sell	263,693 -57,962	-18%	-$2.81M	0.09%	201
2017 Q4	$17.1M	Buy	321,655 +4,038	+1%	+$215K	0.11%	175
2017 Q3	$16M	Sell	317,617 -19,307	-6%	-$974K	0.12%	169
2017 Q2	$17.3M	Sell	336,924 -7,293	-2%	-$375K	0.13%	162
2017 Q1	$18.2M	Sell	344,217 -16,056	-4%	-$850K	0.14%	157
2016 Q4	$19M	Sell	360,273 -5,143	-1%	-$271K	0.17%	135
2016 Q3	$19.3M	Buy	365,416 +2,923	+0.8%	+$154K	0.18%	131
2016 Q2	$18M	Buy	362,493 +10,702	+3%	+$531K	0.17%	132
2016 Q1	$17.1M	Buy	351,791 +13,259	+4%	+$644K	0.16%	127
2015 Q4	$13.8M	Buy	338,532 +39,459	+13%	+$1.61M	0.14%	152
2015 Q3	$11.3M	Sell	299,073 -8,257	-3%	-$312K	0.14%	150
2015 Q2	$13.2M	Buy	307,330 +5,742	+2%	+$246K	0.15%	155
2015 Q1	$13.7M	Buy	301,588 +1,725	+0.6%	+$78.4K	0.16%	145
2014 Q4	$13.1M	Sell	299,863 -166	-0.1%	-$7.25K	0.16%	144
2014 Q3	$11.8M	Sell	300,029 -6,958	-2%	-$273K	0.15%	146
2014 Q2	$13.5M	Sell	306,987 -1,115	-0.4%	-$49K	0.23%	115
2014 Q1	$12.6M	Sell	308,102 -3,413	-1%	-$140K	0.23%	115
2013 Q4	$13M	Sell	311,515 -273	-0.1%	-$11.4K	0.26%	106
2013 Q3	$12.1M	Sell	311,788 -5,226	-2%	-$204K	0.28%	103
2013 Q2	$11M	Buy	+317,014	New	+$11M	0.27%	106