180 Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $222K | Sell |
11,091
-69
| -0.6% | -$1.45K | 0.02% | 442 |
|
|
2026
Q1 | $231K | Sell |
11,160
-455
| -4% | -$10.2K | 0.03% | 419 |
|
|
2025
Q4 | $297K | Sell |
11,615
-1,030
| -8% | -$28.9K | 0.03% | 369 |
|
|
2025
Q3 | $364K | Sell |
12,645
-866
| -6% | -$23.3K | 0.04% | 324 |
|
|
2025
Q2 | $352K | Sell |
13,511
-950
| -7% | -$23.8K | 0.05% | 305 |
|
|
2025
Q1 | $367K | Sell |
14,461
-2,273
| -14% | -$52.5K | 0.06% | 278 |
|
|
2024
Q4 | $354K | Sell |
16,734
-356
| -2% | -$6.93K | 0.06% | 290 |
|
|
2024
Q3 | $330K | Sell |
17,090
-355
| -2% | -$6.47K | 0.05% | 315 |
|
|
2024
Q2 | $334K | Buy |
17,445
+265
| +2% | +$4.38K | 0.05% | 300 |
|
|
2024
Q1 | $295K | Buy |
17,180
+140
| +0.8% | +$2.57K | 0.05% | 299 |
|
|
2023
Q4 | $318K | Sell |
17,040
-620
| -4% | -$10.8K | 0.06% | 268 |
|
|
2023
Q3 | $291K | Buy |
17,660
+1,430
| +9% | +$25K | 0.07% | 268 |
|
|
2023
Q2 | $297K | Sell |
16,230
-495
| -3% | -$9.28K | 0.07% | 260 |
|
|
2023
Q1 | $303K | Buy |
16,725
+200
| +1% | +$3.47K | 0.07% | 261 |
|
|
2022
Q4 | $295K | Buy |
16,525
+15
| +0.1% | +$224 | 0.07% | 267 |
|
|
2022
Q3 | $211K | Sell |
16,510
-7,485
| -31% | -$120K | 0.06% | 314 |
|
|
2022
Q2 | $392K | Buy |
23,995
+690
| +3% | +$12.2K | 0.1% | 191 |
|
|
2022
Q1 | $416K | Buy |
23,305
+65
| +0.3% | +$1.41K | 0.09% | 209 |
|
|
2021
Q4 | $519K | Buy |
23,240
+950
| +4% | +$22.6K | 0.12% | 168 |
|
|
2021
Q3 | $502K | Buy |
22,290
+150
| +0.7% | +$3.14K | 0.11% | 173 |
|
|
2021
Q2 | $447K | Buy |
22,140
+1,910
| +9% | +$38.7K | 0.1% | 199 |
|
|
2021
Q1 | $390K | Buy |
20,230
+1,635
| +9% | +$34.5K | 0.1% | 206 |
|
|
2020
Q4 | $380K | Buy |
18,595
+1,175
| +7% | +$20.4K | 0.11% | 192 |
|
|
2020
Q3 | $263K | Sell |
17,420
-160
| -0.9% | -$2.49K | 0.1% | 200 |
|
|
2020
Q2 | $267K | Sell |
17,580
-1,170
| -6% | -$15.2K | 0.11% | 194 |
|
|
2020
Q1 | $221K | Sell |
18,750
-10,040
| -35% | -$132K | 0.11% | 191 |
|
|
2019
Q4 | $412K | Sell |
28,790
-2,980
| -9% | -$37.2K | 0.16% | 152 |
|
|
2019
Q3 | $369K | Sell |
31,770
-825
| -3% | -$9.32K | 0.16% | 161 |
|
|
2019
Q2 | $364K | Buy |
32,595
+195
| +0.6% | +$1.91K | 0.16% | 156 |
|
|
2019
Q1 | $317K | Sell |
32,400
-4,805
| -13% | -$45K | 0.14% | 180 |
|
|
2018
Q4 | $451K | Hold |
37,205
| – | – | 0.21% | 143 |
|
|
2018
Q3 | $451K | Buy |
37,205
+4,600
| +14% | +$50.6K | 0.21% | 143 |
|
|
2018
Q2 | $334K | Buy |
32,605
+2,870
| +10% | +$27.9K | 0.17% | 164 |
|
|
2018
Q1 | $285K | Sell |
29,735
-3,015
| -9% | -$29.7K | 0.15% | 173 |
|
|
2017
Q4 | $294K | Buy |
+32,750
| New | +$281K | 0.15% | 175 |
|
Other funds holding SONY
MIP
HL
180 Wealth Advisors's SONY Position: Q2 2026 in Review
180 Wealth Advisors reduced its Sony (SONY) stake by 0.62% in Q2 2026, selling an estimated $1.45K and leaving 11,091 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #442.
180 Wealth Advisors first reported a position in SONY in Q4 2017 and has held it in 35 quarters since. The position peaked at $519K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.
- 180 Wealth Advisors held 11,091 shares of Sony worth $222K as of Q2 2026.
- 180 Wealth Advisors sold 69 Sony shares in Q2 2026, an estimated $1.45K.
- Sony made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #442 holding.
- 180 Wealth Advisors first reported a position in Sony in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Sony position peaked at $519K in Q4 2021.
- 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.