Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$675K Buy
+32,632
New +$731K ﹤0.01% 1146
2025
Q1
$1.03M Buy
40,629
+2,504
+7% +$57.9K ﹤0.01% 903
2024
Q4
$807K Sell
38,125
-31,270
-45% -$609K ﹤0.01% 987
2024
Q3
$268K Buy
69,395
+7,845
+13% +$143K ﹤0.01% 1037
2024
Q2
$1.05M Hold
61,550
0.01% 717
2024
Q1
$1.01M Buy
61,550
+40,000
+186% +$735K 0.02% 560
2023
Q4
$408K Buy
21,550
+3,500
+19% +$60.7K 0.01% 605
2023
Q3
$298K Sell
18,050
-3,500
-16% -$61.1K 0.01% 506
2023
Q2
$388K Hold
21,550
0.01% 377
2023
Q1
$391K Buy
21,550
+5,745
+36% +$99.6K 0.02% 349
2022
Q4
$241K Sell
15,805
-8,440
-35% -$126K 0.01% 409
2022
Q3
$310K Buy
24,245
+1,800
+8% +$28.8K 0.01% 374
2022
Q2
$367K Buy
22,445
+4,395
+24% +$77.8K 0.01% 358
2022
Q1
$371K Hold
18,050
0.01% 372
2021
Q4
$456K Hold
18,050
0.02% 353
2021
Q3
$399K Hold
18,050
0.01% 334
2021
Q2
$351K Hold
18,050
0.01% 315
2021
Q1
$383K Hold
18,050
0.01% 284
2020
Q4
$365K Buy
18,050
+600
+3% +$10.4K 0.02% 274
2020
Q3
$268K Hold
17,450
0.02% 260
2020
Q2
$241K Hold
17,450
0.02% 249
2020
Q1
$207K Buy
17,450
+3,250
+23% +$42.6K 0.02% 249
2019
Q4
$193K Hold
14,200
0.01% 253
2019
Q3
$168K Hold
14,200
0.01% 337
2019
Q2
$149K Hold
14,200
0.01% 331
2019
Q1
$120K Hold
14,200
0.01% 353
2018
Q4
$137K Hold
14,200
0.01% 366
2018
Q3
$172K Hold
14,200
0.01% 337
2018
Q2
$146K Buy
+14,200
New +$138K 0.01% 314
2016
Q4
Sell
-232,340
Closed -$1.54M 1550
2016
Q3
$1.54M Buy
232,340
+18,405
+9% +$118K 0.01% 1038
2016
Q2
$1.26M Buy
+213,935
New +$1.15M ﹤0.01% 961
2013
Q4
Sell
-61,895
Closed -$267K 1683
2013
Q3
$267K Buy
+61,895
New +$262K ﹤0.01% 1284

Other funds holding SONY