SFMG Wealth 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
$333K Buy
7,104
+1
+0% +$47 0.03% 196
2025
Q1
$379K Buy
7,103
+100
+1% +$5.34K 0.03% 173
2024
Q4
$377K Hold
7,003
0.03% 178
2024
Q3
$342K Sell
7,003
-330
-5% -$16.1K 0.03% 185
2024
Q2
$316K Sell
7,333
-3,332
-31% -$144K 0.03% 189
2024
Q1
$416K Sell
10,665
-3,498
-25% -$136K 0.04% 163
2023
Q4
$512K Hold
14,163
0.05% 136
2023
Q3
$502K Sell
14,163
-656
-4% -$23.3K 0.05% 128
2023
Q2
$471K Sell
14,819
-3,061
-17% -$97.4K 0.05% 134
2023
Q1
$645K Sell
17,880
-342
-2% -$12.3K 0.07% 111
2022
Q4
$631K Buy
18,222
+342
+2% +$11.8K 0.07% 115
2022
Q3
$563K Sell
17,880
-101
-0.6% -$3.18K 0.07% 116
2022
Q2
$752K Hold
17,981
0.09% 101
2022
Q1
$830K Sell
17,981
-425
-2% -$19.6K 0.08% 103
2021
Q4
$865K Sell
18,406
-1,766
-9% -$83K 0.08% 107
2021
Q3
$1.07M Buy
20,172
+371
+2% +$19.6K 0.12% 89
2021
Q2
$1.15M Sell
19,801
-1,295
-6% -$75.2K 0.13% 84
2021
Q1
$1.08M Buy
21,096
+119
+0.6% +$6.09K 0.13% 85
2020
Q4
$988K Buy
20,977
+8,598
+69% +$405K 0.13% 81
2020
Q3
$475K Sell
12,379
-1,011
-8% -$38.8K 0.07% 109
2020
Q2
$446K Hold
13,390
0.06% 102
2020
Q1
$395K Sell
13,390
-788
-6% -$23.2K 0.06% 87
2019
Q4
$618K Hold
14,178
0.08% 90
2019
Q3
$561K Hold
14,178
0.08% 83
2019
Q2
$608K Sell
14,178
-534
-4% -$22.9K 0.08% 72
2019
Q1
$645K Sell
14,712
-361
-2% -$15.8K 0.09% 62
2018
Q4
$576K Sell
15,073
-466
-3% -$17.8K 0.09% 64
2018
Q3
$670K Sell
15,539
-702
-4% -$30.3K 0.1% 53
2018
Q2
$801K Sell
16,241
-823
-5% -$40.6K 0.13% 55
2018
Q1
$863K Buy
17,064
+44
+0.3% +$2.23K 0.15% 48
2017
Q4
$934K Hold
17,020
0.16% 46
2017
Q3
$916K Hold
17,020
0.18% 42
2017
Q2
$912K Buy
17,020
+4,045
+31% +$217K 0.19% 43
2017
Q1
$624K Sell
12,975
-483
-4% -$23.2K 0.13% 51
2016
Q4
$676K Sell
13,458
-316
-2% -$15.9K 0.14% 55
2016
Q3
$626K Buy
13,774
+316
+2% +$14.4K 0.14% 56
2016
Q2
$540K Sell
13,458
-2,640
-16% -$106K 0.12% 63
2016
Q1
$626K Sell
16,098
-771
-5% -$30K 0.14% 54
2015
Q4
$602K Sell
16,869
-24
-0.1% -$856 0.14% 68
2015
Q3
$605K Buy
16,893
+13
+0.1% +$466 0.15% 64
2015
Q2
$761K Sell
16,880
-11,069
-40% -$499K 0.17% 63
2015
Q1
$1.47M Buy
27,949
+10,808
+63% +$568K 0.12% 66
2014
Q4
$870K Sell
17,141
-56
-0.3% -$2.84K 0.19% 63
2014
Q3
$777K Buy
17,197
+288
+2% +$13K 0.24% 35
2014
Q2
$797K Hold
16,909
0.27% 30
2014
Q1
$724K Hold
16,909
0.24% 31
2013
Q4
$774K Sell
16,909
-352
-2% -$16.1K 0.27% 32
2013
Q3
$722K Sell
17,261
-535
-3% -$22.4K 0.29% 30
2013
Q2
$736K Buy
+17,796
New +$736K 0.29% 28