FWM
Focused Wealth Management’s Sono-Tek SOTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Hold |
13,343
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $48.6K | Buy |
13,343
+1,000
| +8% | +$3.64K | 0.01% | 179 |
|
|
2024
Q4 | $49.5K | Hold |
12,343
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $49.7K | Hold |
12,343
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $47.8K | Hold |
12,343
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $60.4K | Sell |
12,343
-877
| -7% | -$4.29K | 0.01% | 167 |
|
|
2023
Q4 | $71.5K | Hold |
13,220
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $69K | Hold |
13,220
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $71.5K | Hold |
13,220
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $67.9K | Hold |
13,220
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $84.9K | Sell |
13,220
-3,570
| -21% | -$22.9K | 0.02% | 219 |
|
|
2022
Q3 | $118K | Hold |
16,790
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $123K | Hold |
16,790
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $113K | Buy |
16,790
+1,798
| +12% | +$12.1K | 0.02% | 195 |
|
|
2021
Q4 | $111K | Hold |
14,992
| – | – | 0.02% | 269 |
|
|
2021
Q3 | $61K | Buy |
+14,992
| New | +$61K | 0.01% | 351 |
|