Beaird Harris 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 | $5.05K | Buy |
194
+64
| +49% | +$1.66K | ﹤0.01% | 423 |
|
2025
Q1 | $3.3K | Hold |
130
| – | – | ﹤0.01% | 409 |
|
2024
Q4 | $2.75K | Hold |
130
| – | – | ﹤0.01% | 406 |
|
2024
Q3 | $2.51K | Hold |
130
| – | – | ﹤0.01% | 417 |
|
2024
Q2 | $2.21K | Hold |
130
| – | – | ﹤0.01% | 524 |
|
2024
Q1 | $2.23K | Hold |
130
| – | – | ﹤0.01% | 455 |
|
2023
Q4 | $2.46K | Buy |
+130
| New | +$2.46K | ﹤0.01% | 443 |
|