Icon Wealth Partners’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$179K	Sell	10,845 -7,595	-41%	-$125K	0.02%	305
2023 Q2	$332K	Sell	18,440 -2,600	-12%	-$46.8K	0.04%	244
2023 Q1	$381K	Buy	+21,040	New	+$381K	0.04%	223