Valley Wealth Managers’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-475
| Closed | -$20.7K | – | 366 |
|
|
2025
Q4 | $20.7K | Sell |
475
-479,832
| -100% | -$19.9M | ﹤0.01% | 253 |
|
|
2025
Q3 | $20.7M | Sell |
480,307
-9,986
| -2% | -$461K | 1.37% | 33 |
|
|
2025
Q2 | $21.4M | Sell |
490,293
-7,521
| -2% | -$336K | 1.54% | 26 |
|
|
2025
Q1 | $23.5M | Buy |
497,814
+435,529
| +699% | +$20.6M | 1.78% | 17 |
|
|
2024
Q4 | $3.04M | Sell |
62,285
-10,841
| -15% | -$560K | 0.23% | 96 |
|
|
2024
Q3 | $3.99M | Buy |
73,126
+7,635
| +12% | +$399K | 0.3% | 83 |
|
|
2024
Q2 | $3.32M | Sell |
65,491
-280,173
| -81% | -$16.2M | 0.26% | 94 |
|
|
2024
Q1 | $20M | Buy |
345,664
+3,781
| +1% | +$216K | 1.51% | 29 |
|
|
2023
Q4 | $19.1M | Sell |
341,883
-2,136
| -0.6% | -$116K | 1.49% | 26 |
|
|
2023
Q3 | $18.7M | Sell |
344,019
-3,598
| -1% | -$204K | 1.56% | 20 |
|
|
2023
Q2 | $20.5M | Sell |
347,617
-6,399
| -2% | -$385K | 1.84% | 12 |
|
|
2023
Q1 | $21.6M | Buy |
354,016
+2,569
| +0.7% | +$152K | 1.96% | 10 |
|
|
2022
Q4 | $21.3M | Buy |
351,447
+283,360
| +416% | +$17M | 1.98% | 12 |
|
|
2022
Q3 | $3.86M | Buy |
68,087
+3,152
| +5% | +$194K | 0.39% | 67 |
|
|
2022
Q2 | $3.7M | Buy |
64,935
+3,602
| +6% | +$214K | 0.35% | 75 |
|
|
2022
Q1 | $3.84M | Buy |
61,333
+5,976
| +11% | +$346K | 0.32% | 84 |
|
|
2021
Q4 | $3.2M | Buy |
55,357
+1,561
| +3% | +$93.3K | 0.26% | 89 |
|
|
2021
Q3 | $3.21M | Buy |
53,796
+505
| +0.9% | +$32.3K | 0.28% | 88 |
|
|
2021
Q2 | $3.56M | Buy |
53,291
+3,425
| +7% | +$227K | 0.3% | 82 |
|
|
2021
Q1 | $3.16M | Buy |
49,866
+3,461
| +7% | +$211K | 0.28% | 83 |
|
|
2020
Q4 | $2.75M | Buy |
46,405
+950
| +2% | +$53.4K | 0.27% | 76 |
|
|
2020
Q3 | $2.32M | Sell |
45,455
-4,570
| -9% | -$242K | 0.26% | 78 |
|
|
2020
Q2 | $2.62M | Sell |
50,025
-1,022
| -2% | -$50.6K | 0.29% | 70 |
|
|
2020
Q1 | $2.37M | Buy |
51,047
+6,685
| +15% | +$356K | 0.31% | 68 |
|
|
2019
Q4 | $2.74M | Buy |
44,362
+5,110
| +13% | +$302K | 0.27% | 67 |
|
|
2019
Q3 | $2.29M | Buy |
39,252
+7,680
| +24% | +$457K | 0.24% | 76 |
|
|
2019
Q2 | $2.06M | Buy |
31,572
+95
| +0.3% | +$6K | 0.22% | 84 |
|
|
2019
Q1 | $1.94M | Buy |
31,477
+215
| +0.7% | +$12.4K | 0.21% | 75 |
|
|
2018
Q4 | $1.66M | Buy |
31,262
+1,210
| +4% | +$66.4K | 0.22% | 70 |
|
|
2018
Q3 | $1.67M | Sell |
30,052
-230
| -0.8% | -$12.8K | 0.2% | 67 |
|
|
2018
Q2 | $1.59M | Sell |
30,282
-2,320
| -7% | -$119K | 0.19% | 74 |
|
|
2018
Q1 | $1.58M | Buy |
32,602
+945
| +3% | +$48.1K | 0.19% | 78 |
|
|
2017
Q4 | $1.68M | Buy |
31,657
+695
| +2% | +$36.4K | 0.2% | 75 |
|
|
2017
Q3 | $1.56M | Buy |
30,962
+430
| +1% | +$21.2K | 0.2% | 75 |
|
|
2017
Q2 | $1.57M | Buy |
30,532
+430
| +1% | +$22.1K | 0.21% | 71 |
|
|
2017
Q1 | $1.59M | Buy |
30,102
+1,517
| +5% | +$81.6K | 0.21% | 76 |
|
|
2016
Q4 | $1.51M | Buy |
28,585
+310
| +1% | +$16.2K | 0.22% | 72 |
|
|
2016
Q3 | $1.49M | Buy |
28,275
+925
| +3% | +$47.7K | 0.22% | 68 |
|
|
2016
Q2 | $1.36M | Buy |
27,350
+3,930
| +17% | +$187K | 0.21% | 70 |
|
|
2016
Q1 | $1.14M | Sell |
23,420
-1,850
| -7% | -$78.7K | 0.19% | 68 |
|
|
2015
Q4 | $1.03M | Buy |
25,270
+110
| +0.4% | +$4.58K | 0.19% | 70 |
|
|
2015
Q3 | $950K | Sell |
25,160
-1,600
| -6% | -$65K | 0.17% | 74 |
|
|
2015
Q2 | $1.15M | Sell |
26,760
-1,150
| -4% | -$51.8K | 0.2% | 65 |
|
|
2015
Q1 | $1.27M | Sell |
27,910
-785
| -3% | -$35.6K | 0.22% | 60 |
|
|
2014
Q4 | $1.25M | Buy |
28,695
+3,450
| +14% | +$143K | 0.22% | 61 |
|
|
2014
Q3 | $992K | Buy |
25,245
+3,150
| +14% | +$129K | 0.19% | 72 |
|
|
2014
Q2 | $971K | Buy |
22,095
+2,225
| +11% | +$94K | 0.18% | 69 |
|
|
2014
Q1 | $815K | Buy |
19,870
+1,460
| +8% | +$60.6K | 0.16% | 72 |
|
|
2013
Q4 | $768K | Buy |
18,410
+550
| +3% | +$22.1K | 0.16% | 63 |
|
|
2013
Q3 | $695K | Sell |
17,860
-650
| -4% | -$24.7K | 0.15% | 64 |
|
|
2013
Q2 | $640K | Buy |
+18,510
| New | +$646K | 0.15% | 69 |
|
Other funds holding SON
VPM
VCM
