Carson Wealth (CWM LLC)’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.7M | Sell |
295,888
-6,828
| -2% | -$178K | 0.03% | 464 |
|
|
2025
Q1 | $7.69M | Sell |
302,716
-15,622
| -5% | -$397K | 0.03% | 411 |
|
|
2024
Q4 | $6.74M | Sell |
318,338
-28,567
| -8% | -$604K | 0.03% | 410 |
|
|
2024
Q3 | $6.7M | Sell |
346,905
-11,810
| -3% | -$228K | 0.03% | 384 |
|
|
2024
Q2 | $6.1M | Sell |
358,715
-13,290
| -4% | -$226K | 0.03% | 378 |
|
|
2024
Q1 | $6.38M | Sell |
372,005
-62,660
| -14% | -$1.07M | 0.03% | 373 |
|
|
2023
Q4 | $8.23M | Sell |
434,665
-20,740
| -5% | -$393K | 0.04% | 300 |
|
|
2023
Q3 | $7.51M | Buy |
455,405
+4,365
| +1% | +$71.9K | 0.05% | 287 |
|
|
2023
Q2 | $8.12M | Sell |
451,040
-33,615
| -7% | -$605K | 0.05% | 261 |
|
|
2023
Q1 | $8.79M | Sell |
484,655
-3,340
| -0.7% | -$60.6K | 0.06% | 232 |
|
|
2022
Q4 | $7.45M | Buy |
487,995
+2,230
| +0.5% | +$34K | 0.05% | 242 |
|
|
2022
Q3 | $6.22M | Buy |
485,765
+20,010
| +4% | +$256K | 0.05% | 253 |
|
|
2022
Q2 | $7.62M | Buy |
465,755
+16,695
| +4% | +$273K | 0.06% | 235 |
|
|
2022
Q1 | $9.23M | Sell |
449,060
-7,245
| -2% | -$149K | 0.07% | 214 |
|
|
2021
Q4 | $11.5M | Buy |
+456,305
| New | +$11.5M | 0.08% | 200 |
|
|
2021
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2021
Q1 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2020
Q3 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2020
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2020
Q1 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2019
Q4 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2019
Q3 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2019
Q2 | $1.38M | Hold |
70,820
| – | – | 0.01% | 509 |
|
|
2019
Q1 | $1.38M | Buy |
70,820
+69,065
| +3,935% | +$1.34M | 0.01% | 509 |
|
|
2018
Q4 | $17K | Buy |
1,755
+1,055
| +151% | +$10.2K | ﹤0.01% | 1186 |
|
|
2018
Q3 | $9K | Sell |
700
-120
| -15% | -$1.54K | ﹤0.01% | 1198 |
|
|
2018
Q2 | $8K | Hold |
820
| – | – | ﹤0.01% | 1080 |
|
|
2018
Q1 | $8K | Buy |
820
+250
| +44% | +$2.44K | ﹤0.01% | 903 |
|
|
2017
Q4 | $5K | Hold |
570
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q3 | $4K | Hold |
570
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q2 | $4K | Hold |
570
| – | – | ﹤0.01% | 925 |
|
|
2017
Q1 | $4K | Hold |
570
| – | – | ﹤0.01% | 907 |
|
|
2016
Q4 | $3K | Hold |
570
| – | – | ﹤0.01% | 936 |
|
|
2016
Q3 | $4K | Buy |
+570
| New | +$4K | ﹤0.01% | 849 |
|