Cherry Tree Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Sell |
825
-25
| -3% | -$651 | 0.01% | 337 |
|
|
2025
Q1 | $21.6K | Hold |
850
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $18K | Buy |
850
+25
| +3% | +$529 | ﹤0.01% | 351 |
|
|
2024
Q3 | $15.9K | Hold |
825
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $14K | Hold |
825
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $14.1K | Hold |
825
| – | – | ﹤0.01% | 349 |
|
|
2023
Q4 | $15.6K | Buy |
+825
| New | +$15.6K | ﹤0.01% | 320 |
|