BKM 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 | $832K | Sell |
31,949
-4,655
| -13% | -$121K | 0.32% | 78 |
|
|
2025
Q1 | $929K | Sell |
36,604
-3,430
| -9% | -$87.1K | 0.38% | 66 |
|
|
2024
Q4 | $847K | Buy |
40,034
+419
| +1% | +$8.87K | 0.35% | 75 |
|
|
2024
Q3 | $765K | Sell |
39,615
-3,885
| -9% | -$75K | 0.31% | 84 |
|
|
2024
Q2 | $739K | Buy |
43,500
+7,725
| +22% | +$131K | 0.36% | 83 |
|
|
2024
Q1 | $613K | Buy |
35,775
+5,910
| +20% | +$101K | 0.26% | 93 |
|
|
2023
Q4 | $566K | Buy |
+29,865
| New | +$566K | 0.24% | 93 |
|