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Avantra Family Wealth’s Sony SONY Stock Holding History

Avantra Family Wealth’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$816K Sell
31,358
-1,288
-4% -$33.5K 0.67% 40
2025
Q1 		$829K Buy
32,646
+10,161
+45% +$258K 0.8% 42
2024
Q4 		$476K Buy
+22,485
New +$476K 0.44% 83