Altium Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.08M | Buy |
66,270
+6,660
| +11% | +$109K | 0.08% | 149 |
|
|
2022
Q1 | $1.23M | Buy |
59,610
+8,700
| +17% | +$179K | 0.08% | 137 |
|
|
2021
Q4 | $1.29M | Buy |
50,910
+10,915
| +27% | +$276K | 0.08% | 119 |
|
|
2021
Q3 | $885K | Buy |
39,995
+3,740
| +10% | +$82.8K | 0.06% | 152 |
|
|
2021
Q2 | $705K | Buy |
36,255
+1,375
| +4% | +$26.7K | 0.05% | 167 |
|
|
2021
Q1 | $740K | Buy |
34,880
+4,655
| +15% | +$98.8K | 0.06% | 154 |
|
|
2020
Q4 | $611K | Buy |
30,225
+1,550
| +5% | +$31.3K | 0.05% | 161 |
|
|
2020
Q3 | $440K | Buy |
28,675
+1,740
| +6% | +$26.7K | 0.05% | 196 |
|
|
2020
Q2 | $372K | Buy |
26,935
+6,035
| +29% | +$83.4K | 0.04% | 234 |
|
|
2020
Q1 | $247K | Buy |
+20,900
| New | +$247K | 0.03% | 250 |
|