Icon Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
14,773
-481
| -3% | -$12.5K | 0.03% | 282 |
|
|
2025
Q1 | $387K | Sell |
15,254
-3,329
| -18% | -$84.5K | 0.03% | 252 |
|
|
2024
Q4 | $393K | Buy |
18,583
+58
| +0.3% | +$1.23K | 0.03% | 253 |
|
|
2024
Q3 | $358K | Sell |
18,525
-15
| -0.1% | -$290 | 0.03% | 262 |
|
|
2024
Q2 | $328K | Buy |
18,540
+1,930
| +12% | +$34.2K | 0.03% | 268 |
|
|
2024
Q1 | $285K | Sell |
16,610
-330
| -2% | -$5.66K | 0.03% | 288 |
|
|
2023
Q4 | $321K | Buy |
+16,940
| New | +$321K | 0.03% | 257 |
|