Bartlett & Co 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 | $32K | Hold |
1,231
| – | – | ﹤0.01% | 733 |
|
|
2025
Q1 | $31.3K | Buy |
+1,231
| New | +$31.3K | ﹤0.01% | 737 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$654 | – | 1263 |
|
|
2022
Q2 | $654 | Buy |
+40
| New | +$654 | ﹤0.01% | 1261 |
|
|
2021
Q3 | – | Sell |
-350
| Closed | -$6.81K | – | 1063 |
|
|
2021
Q2 | $6.81K | Sell |
350
-4,050
| -92% | -$78.7K | ﹤0.01% | 729 |
|
|
2021
Q1 | $93.3K | Hold |
4,400
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $89K | Sell |
4,400
-600
| -12% | -$12.1K | ﹤0.01% | 431 |
|
|
2020
Q3 | $76.8K | Hold |
5,000
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $69.1K | Hold |
5,000
| – | – | ﹤0.01% | 439 |
|
|
2020
Q1 | $59.2K | Hold |
5,000
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $68K | Hold |
5,000
| – | – | ﹤0.01% | 473 |
|
|
2019
Q3 | $59.1K | Sell |
5,000
-2,925
| -37% | -$34.6K | ﹤0.01% | 499 |
|
|
2019
Q2 | $83K | Hold |
7,925
| – | – | ﹤0.01% | 349 |
|
|
2019
Q1 | $67K | Hold |
7,925
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $76.5K | Hold |
7,925
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $96.1K | Hold |
7,925
| – | – | ﹤0.01% | 326 |
|
|
2018
Q2 | $81.2K | Sell |
7,925
-3,040
| -28% | -$31.2K | ﹤0.01% | 353 |
|
|
2018
Q1 | $106K | Buy |
+10,965
| New | +$106K | ﹤0.01% | 316 |
|