Wealth Enhancement Advisory Services
SON icon

Wealth Enhancement Advisory Services’s Sonoco SON Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Sell
46,431
-38,313
-45% -$1.97M 0.01% 1258
2025
Q4 		$3.93M Sell
84,744
-2,926
-3% -$121K 0.01% 1144
2025
Q3 		$3.72M Buy
87,670
+28,274
+48% +$1.31M 0.01% 1110
2025
Q2 		$2.76M Buy
59,396
+5,218
+10% +$233K ﹤0.01% 1200
2025
Q1 		$2.56M Sell
54,178
-10,202
-16% -$482K ﹤0.01% 1125
2024
Q4 		$3.14M Buy
64,380
+8,432
+15% +$435K 0.01% 978
2024
Q3 		$3.06M Buy
55,948
+1,962
+4% +$103K 0.01% 888
2024
Q2 		$2.74M Sell
53,986
-10,144
-16% -$586K 0.01% 877
2024
Q1 		$3.71M Sell
64,130
-477
-0.7% -$27.2K 0.01% 747
2023
Q4 		$3.61M Sell
64,607
-2,618
-4% -$142K 0.01% 700
2023
Q3 		$3.65M Buy
+67,225
New +$3.8M 0.01% 665

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