Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.05M Buy
50,930
+2,735
+6% +$61.3K 0.01% 977
2025
Q4
$1.23M Sell
48,195
-2,132
-4% -$59.9K 0.01% 839
2025
Q3
$1.45M Buy
50,327
+1,459
+3% +$39.2K 0.01% 795
2025
Q2
$1.27M Buy
48,868
+614
+1% +$15.4K 0.01% 800
2025
Q1
$1.23M Sell
48,254
-206
-0.4% -$4.76K 0.01% 807
2024
Q4
$1.03M Sell
48,460
-5,155
-10% -$100K 0.01% 908
2024
Q3
$1.04M Buy
53,615
+2,620
+5% +$47.8K 0.01% 1083
2024
Q2
$866K Buy
50,995
+865
+2% +$14.3K 0.01% 1190
2024
Q1
$860K Buy
50,130
+1,460
+3% +$26.8K 0.01% 1258
2023
Q4
$922K Sell
48,670
-8,755
-15% -$152K 0.01% 1199
2023
Q3
$946K Buy
57,425
+1,590
+3% +$27.7K 0.01% 1131
2023
Q2
$1.01M Buy
55,835
+2,460
+5% +$46.1K 0.01% 1155
2023
Q1
$968K Buy
53,375
+4,520
+9% +$78.3K 0.01% 1201
2022
Q4
$745K Buy
48,855
+16,695
+52% +$249K 0.01% 1308
2022
Q3
$412K Buy
32,160
+7,345
+30% +$118K ﹤0.01% 1557
2022
Q2
$406K Buy
+24,815
New +$440K ﹤0.01% 1659
2016
Q3
Sell
-39,370
Closed -$231K 2921
2016
Q2
$231K Sell
39,370
-785
-2% -$4.21K ﹤0.01% 2638
2016
Q1
$207K Sell
40,155
-1,140
-3% -$5.23K ﹤0.01% 2678
2015
Q4
$203K Sell
41,295
-3,400
-8% -$18K ﹤0.01% 2762
2015
Q3
$219K Buy
44,695
+6,935
+18% +$37K ﹤0.01% 2709
2015
Q2
$214K Hold
37,760
﹤0.01% 2806
2015
Q1
$202K Buy
+37,760
New +$191K ﹤0.01% 2798
2014
Q1
Sell
-93,930
Closed -$328K 3351
2013
Q4
$328K Buy
+93,930
New +$347K ﹤0.01% 2683

Other funds holding SONY