Exencial Wealth Advisors’s Sony SONY Stock Holding History

Exencial Wealth Advisors’s Portfolio SONY Stock Details SONY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.42M	Buy
2022 Q4	–	Sell
2022 Q3	$948K	Buy
2022 Q2	$1.17M	Buy
2022 Q1	$1.34M	Buy
2021 Q4	$1.34M	Sell
2021 Q3	$1.26M	Buy
2021 Q2	$912K	Buy
2021 Q1	$468K	Buy