Valeo 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 | $719K | Buy |
15,349
+301
| +2% | +$14.1K | 0.02% | 365 |
|
2025
Q1 | $803K | Buy |
15,048
+199
| +1% | +$10.6K | 0.02% | 305 |
|
2024
Q4 | $799K | Buy |
14,849
+6
| +0% | +$323 | 0.02% | 309 |
|
2024
Q3 | $725K | Sell |
14,843
-775
| -5% | -$37.9K | 0.02% | 320 |
|
2024
Q2 | $674K | Buy |
15,618
+1,071
| +7% | +$46.2K | 0.02% | 309 |
|
2024
Q1 | $501K | Sell |
14,547
-3,852
| -21% | -$133K | 0.02% | 372 |
|
2023
Q4 | $665K | Sell |
18,399
-3,619
| -16% | -$131K | 0.03% | 283 |
|
2023
Q3 | $781K | Buy |
22,018
+1,971
| +10% | +$69.9K | 0.04% | 244 |
|
2023
Q2 | $638K | Buy |
20,047
+2,592
| +15% | +$82.5K | 0.03% | 272 |
|
2023
Q1 | $629K | Buy |
17,455
+1,090
| +7% | +$39.3K | 0.03% | 285 |
|
2022
Q4 | $567K | Buy |
16,365
+1,623
| +11% | +$56.2K | 0.03% | 259 |
|
2022
Q3 | $467K | Buy |
14,742
+2,285
| +18% | +$72.4K | 0.03% | 269 |
|
2022
Q2 | $521K | Sell |
12,457
-172
| -1% | -$7.19K | 0.03% | 245 |
|
2022
Q1 | $583K | Buy |
12,629
+2,723
| +27% | +$126K | 0.03% | 286 |
|
2021
Q4 | $465K | Buy |
9,906
+950
| +11% | +$44.6K | 0.03% | 312 |
|
2021
Q3 | $474K | Buy |
8,956
+1,068
| +14% | +$56.5K | 0.03% | 302 |
|
2021
Q2 | $458K | Buy |
7,888
+66
| +0.8% | +$3.83K | 0.03% | 263 |
|
2021
Q1 | $400K | Sell |
7,822
-6,520
| -45% | -$333K | 0.02% | 296 |
|
2020
Q4 | $675K | Sell |
14,342
-194
| -1% | -$9.13K | 0.03% | 204 |
|
2020
Q3 | $558K | Sell |
14,536
-1,482
| -9% | -$56.9K | 0.05% | 172 |
|
2020
Q2 | $534K | Buy |
16,018
+12,684
| +380% | +$423K | 0.05% | 176 |
|
2020
Q1 | $108K | Sell |
3,334
-792
| -19% | -$25.7K | 0.01% | 401 |
|
2019
Q4 | $180K | Hold |
4,126
| – | – | 0.02% | 341 |
|
2019
Q3 | $163K | Buy |
4,126
+227
| +6% | +$8.97K | 0.02% | 336 |
|
2019
Q2 | $160K | Buy |
3,899
+126
| +3% | +$5.17K | 0.02% | 331 |
|
2019
Q1 | $165K | Buy |
3,773
+2,140
| +131% | +$93.6K | 0.02% | 319 |
|
2018
Q4 | $62K | Sell |
1,633
-39
| -2% | -$1.48K | 0.01% | 472 |
|
2018
Q3 | $72K | Sell |
1,672
-551
| -25% | -$23.7K | 0.01% | 471 |
|
2018
Q2 | $109K | Sell |
2,223
-5,702
| -72% | -$280K | 0.02% | 384 |
|
2018
Q1 | $401K | Sell |
7,925
-2,539
| -24% | -$128K | 0.06% | 173 |
|
2017
Q4 | $574K | Buy |
10,464
+1,033
| +11% | +$56.7K | 0.09% | 135 |
|
2017
Q3 | $507K | Buy |
+9,431
| New | +$507K | 0.11% | 122 |
|