DWM
Diversify Wealth Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
66,906
+3,415
| +5% | +$92.9K | 0.11% | 189 |
|
|
2025
Q1 | $1.63M | Buy |
63,491
+3,897
| +7% | +$100K | 0.12% | 186 |
|
|
2024
Q4 | $1.21M | Buy |
59,594
+9,195
| +18% | +$187K | 0.09% | 191 |
|
|
2024
Q3 | $883K | Buy |
50,399
+42,156
| +511% | +$739K | 0.09% | 211 |
|
|
2024
Q2 | $679K | Buy |
+8,243
| New | +$679K | 0.08% | 218 |
|