Baker Tilly Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Buy |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $228K | Sell |
|
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|
2024
Q3 | $210K | Sell |
|
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|
2024
Q2 | $219K | Sell |
|
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|
2024
Q1 | $591K | Buy |
|
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|
2023
Q4 | $638K | Sell |
|
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|
2023
Q3 | $589K | Sell |
|
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|
2023
Q2 | $1.24M | Sell |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $1.09M | Buy |
|
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|
2022
Q3 | $631K | Buy |
|
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|
2022
Q2 | $555K | Buy |
|
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $894K | Buy |
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|
2020
Q4 | $255K | Buy |
|