HighMark Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97K | Sell |
191
-34
| -15% | -$884 | ﹤0.01% | 396 |
|
|
2025
Q1 | $5.71K | Sell |
225
-59
| -21% | -$1.5K | ﹤0.01% | 356 |
|
|
2024
Q4 | $6K | Sell |
284
-36
| -11% | -$761 | ﹤0.01% | 365 |
|
|
2024
Q3 | $6.21K | Hold |
320
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $5.46K | Buy |
320
+100
| +45% | +$1.71K | ﹤0.01% | 376 |
|
|
2024
Q1 | $3.79K | Sell |
220
-75
| -25% | -$1.29K | ﹤0.01% | 397 |
|
|
2023
Q4 | $5.61K | Buy |
295
+55
| +23% | +$1.05K | ﹤0.01% | 352 |
|
|
2023
Q3 | $3.97K | Sell |
240
-20
| -8% | -$331 | ﹤0.01% | 385 |
|
|
2023
Q2 | $4.7K | Hold |
260
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $4.73K | Hold |
260
| – | – | ﹤0.01% | 410 |
|
|
2022
Q4 | $3.98K | Hold |
260
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $3K | Hold |
260
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $4K | Hold |
260
| – | – | ﹤0.01% | 383 |
|
|
2022
Q1 | $5K | Buy |
260
+55
| +27% | +$1.06K | ﹤0.01% | 371 |
|
|
2021
Q4 | $5K | Buy |
205
+70
| +52% | +$1.71K | ﹤0.01% | 369 |
|
|
2021
Q3 | $3K | Buy |
135
+20
| +17% | +$444 | ﹤0.01% | 425 |
|
|
2021
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 468 |
|