Baron 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 | $462K | Buy |
17,764
+1,621
| +10% | +$42.2K | 0.16% | 89 |
|
|
2025
Q1 | $410K | Buy |
16,143
+3,081
| +24% | +$78.2K | 0.18% | 91 |
|
|
2024
Q4 | $276K | Sell |
13,062
-398
| -3% | -$8.42K | 0.13% | 136 |
|
|
2024
Q3 | $260K | Sell |
13,460
-50
| -0.4% | -$966 | 0.13% | 144 |
|
|
2024
Q2 | $230K | Hold |
13,510
| – | – | 0.12% | 148 |
|
|
2024
Q1 | $232K | Hold |
13,510
| – | – | 0.12% | 153 |
|
|
2023
Q4 | $256K | Buy |
+13,510
| New | +$256K | 0.14% | 132 |
|