Ferguson Wellman Capital Management’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.9M	Buy	+1,156,193	New	+$25.9M	0.33%	69
2021 Q1	–	Sell	-1,337,310	Closed	-$27M	–	388
2020 Q4	$27M	Sell	1,337,310 -281,420	-17%	-$4.89M	0.66%	42
2020 Q3	$24.8M	Buy	1,618,730 +35,445	+2%	+$551K	0.69%	40
2020 Q2	$21.9M	Buy	1,583,285 +47,965	+3%	+$623K	0.67%	43
2020 Q1	$18.2M	Buy	1,535,320 +17,505	+1%	+$229K	0.68%	44
2019 Q4	$20.6M	Buy	1,517,815 +49,990	+3%	+$623K	0.61%	54
2019 Q3	$17.4M	Buy	1,467,825 +45,450	+3%	+$513K	0.55%	56
2019 Q2	$14.9M	Buy	1,422,375 +9,600	+0.7%	+$94.2K	0.5%	65
2019 Q1	$11.9M	Buy	1,412,775 +7,425	+0.5%	+$69.5K	0.41%	69
2018 Q4	$13.6M	Buy	1,405,350 +22,990	+2%	+$243K	0.52%	55
2018 Q3	$16.8M	Buy	1,382,360 +70,060	+5%	+$771K	0.55%	48
2018 Q2	$13.5M	Buy	1,312,300 +65,925	+5%	+$641K	0.47%	66
2018 Q1	$12.1M	Buy	1,246,375 +39,875	+3%	+$393K	0.43%	78
2017 Q4	$10.8M	Buy	1,206,500 +9,525	+0.8%	+$81.8K	0.37%	82
2017 Q3	$8.94M	Sell	1,196,975 -575	-0%	-$4.5K	0.32%	90
2017 Q2	$9.15M	Buy	1,197,550 +331,875	+38%	+$2.35M	0.34%	82
2017 Q1	$5.84M	Buy	+865,675	New	+$5.4M	0.22%	116