Sequoia Financial Advisors’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $720K | Buy |
15,364
+6,370
| +71% | +$298K | ﹤0.01% | 828 |
|
2025
Q1 | $480K | Buy |
8,994
+231
| +3% | +$12.3K | ﹤0.01% | 861 |
|
2024
Q4 | $472K | Buy |
8,763
+2,614
| +43% | +$141K | ﹤0.01% | 825 |
|
2024
Q3 | $300K | Buy |
6,149
+579
| +10% | +$28.3K | ﹤0.01% | 965 |
|
2024
Q2 | $240K | Buy |
5,570
+821
| +17% | +$35.4K | ﹤0.01% | 992 |
|
2024
Q1 | $185K | Sell |
4,749
-3,828
| -45% | -$149K | ﹤0.01% | 1066 |
|
2023
Q4 | $310K | Buy |
+8,577
| New | +$310K | ﹤0.01% | 909 |
|
2021
Q3 | – | Sell |
-4,030
| Closed | -$234K | – | 348 |
|
2021
Q2 | $234K | Sell |
4,030
-56
| -1% | -$3.25K | 0.01% | 422 |
|
2021
Q1 | $209K | Buy |
+4,086
| New | +$209K | 0.01% | 409 |
|
2019
Q4 | – | Sell |
-12,347
| Closed | -$489K | – | 388 |
|
2019
Q3 | $489K | Buy |
12,347
+1,071
| +9% | +$42.4K | 0.04% | 199 |
|
2019
Q2 | $463K | Sell |
11,276
-1,180
| -9% | -$48.5K | 0.03% | 207 |
|
2019
Q1 | $546K | Buy |
12,456
+5,586
| +81% | +$245K | 0.04% | 171 |
|
2018
Q4 | $263K | Buy |
6,870
+699
| +11% | +$26.8K | 0.03% | 234 |
|
2018
Q3 | $287K | Buy |
6,171
+270
| +5% | +$12.6K | 0.03% | 235 |
|
2018
Q2 | $291K | Buy |
5,901
+106
| +2% | +$5.23K | 0.03% | 235 |
|
2018
Q1 | $293K | Buy |
5,795
+847
| +17% | +$42.8K | 0.03% | 232 |
|
2017
Q4 | $272K | Buy |
4,948
+136
| +3% | +$7.48K | 0.03% | 235 |
|
2017
Q3 | $259K | Sell |
4,812
-306
| -6% | -$16.5K | 0.03% | 230 |
|
2017
Q2 | $274K | Buy |
5,118
+364
| +8% | +$19.5K | 0.03% | 222 |
|
2017
Q1 | $229K | Buy |
+4,754
| New | +$229K | 0.03% | 242 |
|