Capital Wealth Planning’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
296,354
+170,039
| +135% | +$4.43M | 0.06% | 44 |
|
|
2025
Q1 | $3.21M | Buy |
+126,315
| New | +$3.21M | 0.03% | 63 |
|
|
2024
Q2 | – | Sell |
-58,675
| Closed | -$1.01M | – | 146 |
|
|
2024
Q1 | $1.01M | Sell |
58,675
-9,595
| -14% | -$165K | 0.01% | 90 |
|
|
2023
Q4 | $1.29M | Buy |
68,270
+8,040
| +13% | +$152K | 0.01% | 75 |
|
|
2023
Q3 | $993K | Buy |
60,230
+29,605
| +97% | +$488K | 0.01% | 64 |
|
|
2023
Q2 | $551K | Buy |
30,625
+17,895
| +141% | +$322K | 0.01% | 89 |
|
|
2023
Q1 | $231K | Buy |
+12,730
| New | +$231K | ﹤0.01% | 131 |
|