FirstPurpose Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $282K | Buy |
16,780
+285
| +2% | +$4.8K | 0.1% | 165 |
|
|
2023
Q4 | $312K | Buy |
16,495
+705
| +4% | +$13.4K | 0.12% | 150 |
|
|
2023
Q3 | $260K | Buy |
15,790
+810
| +5% | +$13.4K | 0.11% | 161 |
|
|
2023
Q2 | $270K | Buy |
14,980
+860
| +6% | +$15.5K | 0.12% | 156 |
|
|
2023
Q1 | $256K | Buy |
+14,120
| New | +$256K | 0.13% | 147 |
|