Glassman Wealth Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,755
| Closed | -$90.1K | – | 1577 |
|
|
2023
Q4 | $90.1K | Buy |
4,755
+510
| +12% | +$9.66K | 0.01% | 318 |
|
|
2023
Q3 | $70K | Buy |
4,245
+610
| +17% | +$10.1K | 0.01% | 342 |
|
|
2023
Q2 | $65.5K | Buy |
3,635
+165
| +5% | +$2.97K | 0.01% | 341 |
|
|
2023
Q1 | $62.9K | Buy |
3,470
+245
| +8% | +$4.44K | 0.01% | 355 |
|
|
2022
Q4 | $49.2K | Buy |
3,225
+740
| +30% | +$11.3K | 0.01% | 429 |
|
|
2022
Q3 | $32K | Sell |
2,485
-780
| -24% | -$10K | 0.01% | 489 |
|
|
2022
Q2 | $53K | Sell |
3,265
-420
| -11% | -$6.82K | 0.01% | 379 |
|
|
2022
Q1 | $76K | Buy |
3,685
+340
| +10% | +$7.01K | 0.01% | 310 |
|
|
2021
Q4 | $85K | Buy |
3,345
+810
| +32% | +$20.6K | 0.02% | 271 |
|
|
2021
Q3 | $56K | Buy |
2,535
+225
| +10% | +$4.97K | 0.01% | 336 |
|
|
2021
Q2 | $45K | Sell |
2,310
-10
| -0.4% | -$195 | 0.01% | 378 |
|
|
2021
Q1 | $49K | Buy |
2,320
+10
| +0.4% | +$211 | 0.01% | 330 |
|
|
2020
Q4 | $47K | Buy |
2,310
+955
| +70% | +$19.4K | 0.01% | 349 |
|
|
2020
Q3 | $21K | Buy |
1,355
+590
| +77% | +$9.14K | 0.01% | 440 |
|
|
2020
Q2 | $11K | Buy |
765
+635
| +488% | +$9.13K | ﹤0.01% | 481 |
|
|
2020
Q1 | $2K | Buy |
130
+50
| +63% | +$769 | ﹤0.01% | 749 |
|
|
2019
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 1031 |
|
|
2019
Q2 | – | Sell |
-665
| Closed | -$6K | – | 1343 |
|
|
2019
Q1 | $6K | Hold |
665
| – | – | ﹤0.01% | 523 |
|
|
2018
Q4 | $6K | Hold |
665
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $8K | Buy |
+665
| New | +$8K | ﹤0.01% | 423 |
|