Carson Wealth (CWM LLC)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.23M | Sell |
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|
2025
Q2 | $7.7M | Sell |
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|
2025
Q1 | $7.69M | Sell |
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|
2024
Q4 | $6.74M | Sell |
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|
2024
Q3 | $6.7M | Sell |
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|
2024
Q2 | $6.09M | Sell |
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|
2024
Q1 | $6.38M | Sell |
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|
2023
Q4 | $8.23M | Sell |
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|
2023
Q3 | $7.51M | Buy |
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|
2023
Q2 | $8.12M | Sell |
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|
2023
Q1 | $8.79M | Sell |
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|
2022
Q4 | $7.45M | Buy |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $9.22M | Sell |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.38M | Hold |
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|
2020
Q2 | $1.38M | Hold |
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|
2020
Q1 | $1.38M | Hold |
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|
2019
Q4 | $1.38M | Hold |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.38M | Hold |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $4K | Hold |
|
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $4K | Buy |
|