BSW Wealth Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
27,361
+699
| +3% | +$18.2K | 0.1% | 116 |
|
|
2025
Q1 | $677K | Buy |
26,662
+12,404
| +87% | +$315K | 0.1% | 121 |
|
|
2024
Q4 | $302K | Buy |
+14,258
| New | +$302K | 0.04% | 228 |
|
|
2024
Q1 | – | Sell |
-24,300
| Closed | -$460K | – | 316 |
|
|
2023
Q4 | $460K | Sell |
24,300
-6,850
| -22% | -$130K | 0.09% | 131 |
|
|
2023
Q3 | $513K | Buy |
31,150
+3,730
| +14% | +$61.5K | 0.11% | 103 |
|
|
2023
Q2 | $494K | Buy |
27,420
+45
| +0.2% | +$810 | 0.1% | 109 |
|
|
2023
Q1 | $496K | Buy |
27,375
+810
| +3% | +$14.7K | 0.1% | 135 |
|
|
2022
Q4 | $405K | Buy |
26,565
+515
| +2% | +$7.85K | 0.09% | 164 |
|
|
2022
Q3 | $334K | Buy |
26,050
+215
| +0.8% | +$2.76K | 0.08% | 158 |
|
|
2022
Q2 | $423K | Buy |
25,835
+1,550
| +6% | +$25.4K | 0.1% | 137 |
|
|
2022
Q1 | $499K | Buy |
24,285
+3,730
| +18% | +$76.6K | 0.13% | 122 |
|
|
2021
Q4 | $520K | Buy |
20,555
+1,225
| +6% | +$31K | 0.13% | 117 |
|
|
2021
Q3 | $427K | Buy |
19,330
+5,015
| +35% | +$111K | 0.12% | 120 |
|
|
2021
Q2 | $278K | Buy |
14,315
+1,520
| +12% | +$29.5K | 0.08% | 185 |
|
|
2021
Q1 | $271K | Buy |
12,795
+325
| +3% | +$6.88K | 0.08% | 156 |
|
|
2020
Q4 | $252K | Buy |
+12,470
| New | +$252K | 0.08% | 144 |
|