Axxcess Wealth Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
10,730
+77
| +0.7% | +$2K | 0.01% | 739 |
|
|
2025
Q1 | $270K | Sell |
10,653
-323
| -3% | -$8.2K | 0.01% | 715 |
|
|
2024
Q4 | $232K | Sell |
10,976
-834
| -7% | -$17.6K | 0.01% | 759 |
|
|
2024
Q3 | $228K | Sell |
11,810
-250
| -2% | -$4.83K | 0.01% | 798 |
|
|
2024
Q2 | $205K | Sell |
12,060
-660
| -5% | -$11.2K | 0.01% | 792 |
|
|
2024
Q1 | $218K | Buy |
12,720
+505
| +4% | +$8.66K | 0.01% | 788 |
|
|
2023
Q4 | $231K | Buy |
+12,215
| New | +$231K | 0.01% | 734 |
|
|
2023
Q2 | – | Sell |
-11,140
| Closed | -$202K | – | 675 |
|
|
2023
Q1 | $202K | Buy |
+11,140
| New | +$202K | 0.02% | 586 |
|