Financial & Tax Architects’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
+25,518
| New | +$664K | 0.16% | 71 |
|
|
2022
Q3 | – | Sell |
-18,040
| Closed | -$295K | – | 79 |
|
|
2022
Q2 | $295K | Buy |
18,040
+1,985
| +12% | +$32.5K | 0.11% | 71 |
|
|
2022
Q1 | $330K | Buy |
16,055
+845
| +6% | +$17.4K | 0.12% | 75 |
|
|
2021
Q4 | $385K | Sell |
15,210
-1,945
| -11% | -$49.2K | 0.16% | 81 |
|
|
2021
Q3 | $379K | Buy |
+17,155
| New | +$379K | 0.17% | 83 |
|