Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$239K Sell
11,543
-133
-1% -$2.98K ﹤0.01% 2932
2025
Q4
$299K Sell
11,676
-3,779
-24% -$106K ﹤0.01% 2828
2025
Q3
$445K Hold
15,455
﹤0.01% 2613
2025
Q2
$402K Sell
15,455
-1,570
-9% -$39.3K ﹤0.01% 2562
2025
Q1
$432K Buy
17,025
+5,440
+47% +$126K ﹤0.01% 2559
2024
Q4
$245K Sell
11,585
-715
-6% -$13.9K ﹤0.01% 3006
2024
Q3
$238K Buy
12,300
+325
+3% +$5.92K ﹤0.01% 2837
2024
Q2
$203K Buy
11,975
+6,065
+103% +$100K ﹤0.01% 2789
2024
Q1
$101K Buy
5,910
+320
+6% +$5.88K ﹤0.01% 3170
2023
Q4
$106K Sell
5,590
-460
-8% -$7.98K ﹤0.01% 3197
2023
Q3
$99.7K Sell
6,050
-1,524,175
-100% -$26.6M ﹤0.01% 3165
2023
Q2
$27.6M Buy
1,530,225
+1,524,230
+25,425% +$28.6M 0.01% 673
2023
Q1
$109K Sell
5,995
-130
-2% -$2.25K ﹤0.01% 3291
2022
Q4
$93.4K Sell
6,125
-1,820
-23% -$27.2K ﹤0.01% 3361
2022
Q3
$102K Buy
7,945
+3,095
+64% +$49.6K ﹤0.01% 3306
2022
Q2
$80K Buy
4,850
+1,210
+33% +$21.4K ﹤0.01% 3613
2022
Q1
$75K Sell
3,640
-300
-8% -$6.52K ﹤0.01% 3689
2021
Q4
$100K Hold
3,940
﹤0.01% 3704
2021
Q3
$87K Sell
3,940
-660
-14% -$13.8K ﹤0.01% 3949
2021
Q2
$90K Sell
4,600
-343,775
-99% -$6.97M ﹤0.01% 4175
2021
Q1
$7.39M Buy
348,375
+242,635
+229% +$5.12M ﹤0.01% 1348
2020
Q4
$2.14M Buy
105,740
+92,820
+718% +$1.61M ﹤0.01% 1912
2020
Q3
$198K Buy
12,920
+12,620
+4,207% +$196K ﹤0.01% 3223
2020
Q2
$4K Buy
+300
New +$3.9K ﹤0.01% 4167
2020
Q1
Sell
-2,290
Closed -$31K 4784
2019
Q4
$31K Sell
2,290
-39,580
-95% -$493K ﹤0.01% 4154
2019
Q3
$495K Sell
41,870
-1,085,470
-96% -$12.3M ﹤0.01% 2688
2019
Q2
$11.8M Buy
1,127,340
+62,915
+6% +$618K 0.01% 1259
2019
Q1
$8.99M Buy
1,064,425
+637,450
+149% +$5.97M 0.01% 1456
2018
Q4
$4.12M Sell
426,975
-742,740
-63% -$7.86M ﹤0.01% 1908
2018
Q3
$14.2M Sell
1,169,715
-4,443,165
-79% -$48.9M 0.01% 1356
2018
Q2
$57.5M Buy
5,612,880
+2,723,980
+94% +$26.5M 0.03% 617
2018
Q1
$27.9M Sell
2,888,900
-4,693,520
-62% -$46.2M 0.01% 920
2017
Q4
$68.2M Buy
7,582,420
+4,319,420
+132% +$37.1M 0.04% 435
2017
Q3
$24.4M Buy
3,263,000
+1,172,365
+56% +$9.18M 0.02% 905
2017
Q2
$16M Buy
2,090,635
+919,745
+79% +$6.53M 0.01% 1083
2017
Q1
$7.9M Buy
1,170,890
+386,680
+49% +$2.41M 0.01% 1406
2016
Q4
$4.39M Buy
784,210
+411,935
+111% +$2.5M ﹤0.01% 1741
2016
Q3
$2.47M Sell
372,275
-288,965
-44% -$1.85M ﹤0.01% 2205
2016
Q2
$3.88M Sell
661,240
-1,053,035
-61% -$5.65M ﹤0.01% 1938
2016
Q1
$8.82M Buy
1,714,275
+1,238,355
+260% +$5.68M 0.01% 1345
2015
Q4
$2.34M Sell
475,920
-168,780
-26% -$894K ﹤0.01% 2329
2015
Q3
$3.16M Sell
644,700
-1,174,170
-65% -$6.26M ﹤0.01% 2145
2015
Q2
$10.3M Sell
1,818,870
-872,545
-32% -$5.35M 0.01% 1333
2015
Q1
$14.4M Buy
2,691,415
+2,512,285
+1,402% +$12.7M 0.01% 1102
2014
Q4
$731K Sell
179,130
-1,187,990
-87% -$4.68M ﹤0.01% 3405
2014
Q3
$4.93M Buy
1,367,120
+1,178,370
+624% +$4.24M ﹤0.01% 1844
2014
Q2
$631K Sell
188,750
-861,005
-82% -$2.98M ﹤0.01% 3299
2014
Q1
$4.01M Sell
1,049,755
-597,585
-36% -$2.06M ﹤0.01% 1970
2013
Q4
$5.7M Sell
1,647,340
-1,855,865
-53% -$6.86M ﹤0.01% 1677
2013
Q3
$15.1M Buy
3,503,205
+1,585,735
+83% +$6.72M 0.01% 1058
2013
Q2
$8.13M Buy
+1,917,470
New +$7.2M 0.01% 1349

Other funds holding SONY