BigSur 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 | $675K | Hold |
25,925
| – | – | 0.17% | 103 |
|
2025
Q1 | $658K | Hold |
25,925
| – | – | 0.18% | 102 |
|
2024
Q4 | $549K | Hold |
25,925
| – | – | 0.16% | 113 |
|
2024
Q3 | $501K | Hold |
25,925
| – | – | 0.14% | 116 |
|
2024
Q2 | $440K | Hold |
25,925
| – | – | 0.13% | 119 |
|
2024
Q1 | $445K | Buy |
+25,925
| New | +$445K | 0.14% | 114 |
|