Baldwin Wealth Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$8.5K | – | 1166 |
|
|
2024
Q2 | $8.5K | Hold |
500
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $8.57K | Hold |
500
| – | – | ﹤0.01% | 565 |
|
|
2023
Q4 | $9.47K | Sell |
500
-7,945
| -94% | -$150K | ﹤0.01% | 581 |
|
|
2023
Q3 | $139K | Hold |
8,445
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $152K | Sell |
8,445
-55
| -0.6% | -$990 | 0.01% | 267 |
|
|
2023
Q1 | $154K | Sell |
8,500
-75
| -0.9% | -$1.36K | 0.01% | 266 |
|
|
2022
Q4 | $131K | Buy |
8,575
+95
| +1% | +$1.45K | 0.01% | 284 |
|
|
2022
Q3 | $109K | Hold |
8,480
| – | – | 0.02% | 233 |
|
|
2022
Q2 | $139K | Sell |
8,480
-295
| -3% | -$4.84K | 0.02% | 222 |
|
|
2022
Q1 | $180K | Buy |
8,775
+2,905
| +49% | +$59.6K | 0.02% | 218 |
|
|
2021
Q4 | $148K | Buy |
5,870
+5,370
| +1,074% | +$135K | 0.01% | 226 |
|
|
2021
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 458 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $6K | Sell |
500
-3,000
| -86% | -$36K | ﹤0.01% | 463 |
|
|
2019
Q4 | $48K | Hold |
3,500
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $41K | Hold |
3,500
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $37K | Hold |
3,500
| – | – | 0.01% | 343 |
|
|
2019
Q1 | $30K | Hold |
3,500
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $34K | Hold |
3,500
| – | – | 0.01% | 322 |
|
|
2018
Q3 | $42K | Hold |
3,500
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $36K | Hold |
3,500
| – | – | 0.01% | 346 |
|
|
2018
Q1 | $34K | Buy |
3,500
+2,750
| +367% | +$26.7K | 0.01% | 336 |
|
|
2017
Q4 | $7K | Buy |
+750
| New | +$7K | ﹤0.01% | 428 |
|