Bartlett & Co 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 | $35.4K | Hold |
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|
2025
Q2 | $32K | Hold |
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|
2025
Q1 | $31.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $654 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.8K | Sell |
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|
2021
Q1 | $93.3K | Hold |
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|
2020
Q4 | $89K | Sell |
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|
2020
Q3 | $76.8K | Hold |
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|
2020
Q2 | $69.1K | Hold |
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|
2020
Q1 | $59.2K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $59.1K | Sell |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $76.5K | Hold |
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|
2018
Q3 | $96.1K | Hold |
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|
2018
Q2 | $81.2K | Sell |
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|
2018
Q1 | $106K | Buy |
|