Tandem Investment Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,960
| Closed | -$445K | – | 92 |
|
|
2023
Q4 | $445K | Sell |
7,960
-10,535
| -57% | -$589K | 0.02% | 62 |
|
|
2023
Q3 | $1.01M | Hold |
18,495
| – | – | 0.04% | 53 |
|
|
2023
Q2 | $1.09M | Sell |
18,495
-3,200
| -15% | -$189K | 0.05% | 52 |
|
|
2023
Q1 | $1.32M | Buy |
+21,695
| New | +$1.32M | 0.06% | 52 |
|
|
2019
Q1 | – | Sell |
-4,617
| Closed | -$245K | – | 73 |
|
|
2018
Q4 | $245K | Sell |
4,617
-930
| -17% | -$49.4K | 0.06% | 63 |
|
|
2018
Q3 | $308K | Buy |
5,547
+252
| +5% | +$14K | 0.08% | 52 |
|
|
2018
Q2 | $278K | Buy |
+5,295
| New | +$278K | 0.09% | 53 |
|