EP Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $891K | Sell |
|
|||||
|
2024
Q2 | $791K | Buy |
|
|||||
|
2024
Q1 | $662K | Buy |
|
|||||
|
2023
Q4 | $707K | Buy |
|
|||||
|
2023
Q3 | $612K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $224K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $222K | Sell |
|
|||||
|
2020
Q4 | $212K | Buy |
|