Baker Tilly Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
10,989
+233
| +2% | +$6.07K | 0.1% | 190 |
|
|
2025
Q1 | $273K | Buy |
10,756
+3
| +0% | +$76 | 0.11% | 193 |
|
|
2024
Q4 | $228K | Sell |
10,753
-142
| -1% | -$3.01K | 0.09% | 217 |
|
|
2024
Q3 | $210K | Sell |
10,895
-1,985
| -15% | -$38.3K | 0.09% | 227 |
|
|
2024
Q2 | $219K | Sell |
12,880
-21,575
| -63% | -$367K | 0.09% | 254 |
|
|
2024
Q1 | $591K | Buy |
34,455
+740
| +2% | +$12.7K | 0.11% | 215 |
|
|
2023
Q4 | $638K | Sell |
33,715
-2,015
| -6% | -$38.2K | 0.1% | 217 |
|
|
2023
Q3 | $589K | Sell |
35,730
-33,285
| -48% | -$549K | 0.1% | 217 |
|
|
2023
Q2 | $1.24M | Sell |
69,015
-3,320
| -5% | -$59.8K | 0.13% | 170 |
|
|
2023
Q1 | $1.31M | Buy |
72,335
+715
| +1% | +$13K | 0.15% | 154 |
|
|
2022
Q4 | $1.09M | Buy |
71,620
+22,385
| +45% | +$342K | 0.13% | 172 |
|
|
2022
Q3 | $631K | Buy |
49,235
+15,295
| +45% | +$196K | 0.09% | 246 |
|
|
2022
Q2 | $555K | Buy |
33,940
+435
| +1% | +$7.11K | 0.07% | 274 |
|
|
2022
Q1 | $688K | Sell |
33,505
-2,605
| -7% | -$53.5K | 0.08% | 262 |
|
|
2021
Q4 | $913K | Sell |
36,110
-115
| -0.3% | -$2.91K | 0.1% | 223 |
|
|
2021
Q3 | $801K | Sell |
36,225
-2,830
| -7% | -$62.6K | 0.11% | 202 |
|
|
2021
Q2 | $759K | Sell |
39,055
-3,095
| -7% | -$60.1K | 0.12% | 189 |
|
|
2021
Q1 | $894K | Buy |
42,150
+29,535
| +234% | +$626K | 0.18% | 135 |
|
|
2020
Q4 | $255K | Buy |
+12,615
| New | +$255K | 0.08% | 276 |
|