GM
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GeoWealth Management’s Sony SONY Stock Holding History

GeoWealth Management’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
8,930
+1,640
+22% +$42.7K 0.01% 616
2025
Q1 		$185K Sell
7,290
-554
-7% -$14.1K 0.01% 677
2024
Q4 		$166K Buy
7,844
+2,334
+42% +$49.4K 0.01% 825
2024
Q3 		$106K Buy
+5,510
New +$106K ﹤0.01% 880