Absher 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 | – | Sell |
-41,115
| Closed | -$699K | – | 68 |
|
|
2024
Q2 | $699K | Sell |
41,115
-1,370
| -3% | -$23.3K | 0.1% | 45 |
|
|
2024
Q1 | $729K | Sell |
42,485
-2,290
| -5% | -$39.3K | 0.1% | 40 |
|
|
2023
Q4 | $848K | Sell |
44,775
-4,830
| -10% | -$91.5K | 0.13% | 37 |
|
|
2023
Q3 | $818K | Sell |
49,605
-6,370
| -11% | -$105K | 0.14% | 38 |
|
|
2023
Q2 | $1.01M | Sell |
55,975
-31,465
| -36% | -$567K | 0.17% | 37 |
|
|
2023
Q1 | $1.59M | Sell |
87,440
-6,175
| -7% | -$112K | 0.27% | 29 |
|
|
2022
Q4 | $1.43M | Buy |
93,615
+9,165
| +11% | +$140K | 0.26% | 32 |
|
|
2022
Q3 | $1.08M | Buy |
84,450
+140
| +0.2% | +$1.79K | 0.23% | 33 |
|
|
2022
Q2 | $1.38M | Buy |
84,310
+6,760
| +9% | +$111K | 0.27% | 32 |
|
|
2022
Q1 | $1.59M | Buy |
77,550
+10,230
| +15% | +$210K | 0.27% | 32 |
|
|
2021
Q4 | $1.7M | Sell |
67,320
-5,730
| -8% | -$145K | 0.29% | 33 |
|
|
2021
Q3 | $1.62M | Buy |
73,050
+15,490
| +27% | +$343K | 0.3% | 32 |
|
|
2021
Q2 | $1.12M | Buy |
57,560
+26,585
| +86% | +$517K | 0.2% | 37 |
|
|
2021
Q1 | $657K | Buy |
30,975
+3,555
| +13% | +$75.4K | 0.12% | 43 |
|
|
2020
Q4 | $554K | Buy |
27,420
+2,285
| +9% | +$46.2K | 0.12% | 44 |
|
|
2020
Q3 | $386K | Sell |
25,135
-350
| -1% | -$5.38K | 0.09% | 53 |
|
|
2020
Q2 | $352K | Buy |
25,485
+2,400
| +10% | +$33.1K | 0.09% | 57 |
|
|
2020
Q1 | $273K | Buy |
23,085
+1,480
| +7% | +$17.5K | 0.08% | 55 |
|
|
2019
Q4 | $311K | Buy |
+21,605
| New | +$311K | 0.08% | 61 |
|