Bogart Wealth LLC’s Sony SONY Stock Holding History

Bogart Wealth LLC’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9K	Buy	815 +15	+2%	+$336	﹤0.01%	764
2025 Q4	$20.5K	Buy	800 +89	+13%	+$2.5K	﹤0.01%	676
2025 Q3	$20.5K	Hold	711	–	–	﹤0.01%	655
2025 Q2	$18.5K	Hold	711	–	–	﹤0.01%	647
2025 Q1	$18.1K	Sell	711 -196	-22%	-$4.53K	﹤0.01%	613
2024 Q4	$19.2K	Buy	907 +252	+38%	+$4.91K	﹤0.01%	595
2024 Q3	$12.7K	Buy	655 +100	+18%	+$1.82K	﹤0.01%	638
2024 Q2	$9.43K	Hold	555	–	–	﹤0.01%	683
2024 Q1	$9.52K	Hold	555	–	–	﹤0.01%	660
2023 Q4	$10.5K	Hold	555	–	–	﹤0.01%	610
2023 Q3	$9.15K	Hold	555	–	–	﹤0.01%	607
2023 Q2	$9.99K	Sell	555 -225	-29%	-$4.22K	﹤0.01%	582
2023 Q1	$14.1K	Buy	+780	New	+$13.5K	﹤0.01%	532
2022 Q4	–	Sell	-400	Closed	-$5K	–	1207
2022 Q3	$5K	Buy	+400	New	+$6.41K	﹤0.01%	698
2022 Q1	–	Sell	-50	Closed	-$1K	–	868
2021 Q4	$1K	Buy	+50	New	+$1.19K	﹤0.01%	732
2021 Q1	–	Hold	0	–	–	–	708
2020 Q4	–	Hold	0	–	–	–	558

Other funds holding SONY

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return