IHT 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 | $586K | Buy |
22,524
+10,978
| +95% | +$286K | 0.02% | 648 |
|
|
2025
Q1 | $293K | Sell |
11,546
-915
| -7% | -$23.2K | 0.01% | 867 |
|
|
2024
Q4 | $264K | Sell |
12,461
-7,464
| -37% | -$158K | 0.01% | 902 |
|
|
2024
Q3 | $385K | Buy |
+19,925
| New | +$385K | 0.01% | 810 |
|
|
2024
Q1 | – | Sell |
-10,925
| Closed | -$207K | – | 1062 |
|
|
2023
Q4 | $207K | Buy |
+10,925
| New | +$207K | 0.01% | 896 |
|
|
2023
Q2 | – | Sell |
-11,320
| Closed | -$205K | – | 1015 |
|
|
2023
Q1 | $205K | Buy |
+11,320
| New | +$205K | 0.01% | 853 |
|
|
2018
Q2 | – | Sell |
-220
| Closed | -$2K | – | 1206 |
|
|
2018
Q1 | $2K | Hold |
220
| – | – | ﹤0.01% | 1527 |
|
|
2017
Q4 | $2K | Hold |
220
| – | – | ﹤0.01% | 1515 |
|
|
2017
Q3 | $2K | Hold |
220
| – | – | ﹤0.01% | 1235 |
|
|
2017
Q2 | $8 | Hold |
220
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q1 | $1K | Buy |
+220
| New | +$1K | ﹤0.01% | 1209 |
|