Annis Gardner Whiting Capital Advisors’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5K Buy
+405
New +$10.5K ﹤0.01% 701
2024
Q3
Sell
-690
Closed -$11.7K 925
2024
Q2
$11.7K Hold
690
﹤0.01% 664
2024
Q1
$11.8K Buy
+690
New +$11.8K ﹤0.01% 645