9258 Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $225K | Buy |
+11,640
| New | +$225K | 0.03% | 321 |
|
|
2024
Q1 | – | Sell |
-11,645
| Closed | -$221K | – | 350 |
|
|
2023
Q4 | $221K | Buy |
+11,645
| New | +$221K | 0.04% | 295 |
|
|
2023
Q3 | – | Sell |
-11,640
| Closed | -$210K | – | 327 |
|
|
2023
Q2 | $210K | Hold |
11,640
| – | – | 0.04% | 300 |
|
|
2023
Q1 | $211K | Buy |
+11,640
| New | +$211K | 0.04% | 300 |
|
|
2022
Q2 | – | Sell |
-11,500
| Closed | -$236K | – | 354 |
|
|
2022
Q1 | $236K | Hold |
11,500
| – | – | 0.05% | 321 |
|
|
2021
Q4 | $291K | Hold |
11,500
| – | – | 0.07% | 297 |
|
|
2021
Q3 | $254K | Sell |
11,500
-5,000
| -30% | -$110K | 0.07% | 289 |
|
|
2021
Q2 | $321K | Hold |
16,500
| – | – | 0.09% | 245 |
|
|
2021
Q1 | $350K | Hold |
16,500
| – | – | 0.11% | 209 |
|
|
2020
Q4 | $334K | Sell |
16,500
-2,900
| -15% | -$58.7K | 0.11% | 208 |
|
|
2020
Q3 | $325K | Hold |
19,400
| – | – | 0.12% | 192 |
|
|
2020
Q2 | $268K | Sell |
19,400
-350
| -2% | -$4.84K | 0.11% | 220 |
|
|
2020
Q1 | $251K | Hold |
19,750
| – | – | 0.11% | 213 |
|
|
2019
Q4 | $269K | Sell |
19,750
-7,500
| -28% | -$102K | 0.1% | 233 |
|
|
2019
Q3 | $322K | Hold |
27,250
| – | – | 0.25% | 125 |
|
|
2019
Q2 | $286K | Hold |
27,250
| – | – | 0.23% | 130 |
|
|
2019
Q1 | $230K | Hold |
27,250
| – | – | 0.2% | 139 |
|
|
2018
Q4 | $263K | Buy |
+27,250
| New | +$263K | 0.25% | 122 |
|