Beverly Hills Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
36,325
-4,680
| -11% | -$122K | 0.18% | 132 |
|
|
2025
Q1 | $1.04M | Buy |
41,005
+1,887
| +5% | +$47.9K | 0.21% | 119 |
|
|
2024
Q4 | $828K | Buy |
39,118
+2,943
| +8% | +$62.3K | 0.17% | 131 |
|
|
2024
Q3 | $699K | Buy |
36,175
+13,690
| +61% | +$264K | 0.14% | 148 |
|
|
2024
Q2 | $382K | Buy |
22,485
+8,855
| +65% | +$150K | 0.08% | 230 |
|
|
2024
Q1 | $234K | Buy |
+13,630
| New | +$234K | 0.05% | 311 |
|