Congress 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	$2.08M	Buy	79,782 +20,990	+36%	+$546K	0.02%	548
2025 Q1	$1.49M	Buy	58,792 +87	+0.1%	+$2.21K	0.02%	553
2024 Q4	$1.24M	Buy	58,705 +4,645	+9%	+$98.3K	0.02%	490
2024 Q3	$1.04M	Buy	+54,060	New	+$1.04M	0.01%	517