Heritage Wealth Management (Arizona)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $718K | Sell |
42,280
-4,525
| -10% | -$76.9K | 0.4% | 57 |
|
|
2024
Q1 | $803K | Sell |
46,805
-1,605
| -3% | -$27.5K | 0.41% | 53 |
|
|
2023
Q4 | $917K | Buy |
+48,410
| New | +$917K | 0.5% | 45 |
|
|
2022
Q4 | $2.05M | Buy |
134,070
+80,830
| +152% | +$1.23M | 0.29% | 59 |
|
|
2022
Q3 | $682K | Sell |
53,240
-4,065
| -7% | -$52.1K | 0.22% | 72 |
|
|
2022
Q2 | $937K | Buy |
57,305
+7,525
| +15% | +$123K | 0.31% | 60 |
|
|
2022
Q1 | $1.02M | Buy |
+49,780
| New | +$1.02M | 0.28% | 67 |
|
|
2021
Q3 | $601K | Buy |
27,180
+5,835
| +27% | +$129K | 0.21% | 79 |
|
|
2021
Q2 | $415K | Buy |
21,345
+9,310
| +77% | +$181K | 0.16% | 111 |
|
|
2021
Q1 | $255K | Buy |
+12,035
| New | +$255K | 0.14% | 126 |
|