Integrated Wealth Concepts’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
|
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|
2025
Q1 | $581K | Sell |
|
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|
2024
Q4 | $497K | Buy |
|
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|
2024
Q3 | $429K | Buy |
|
|||||
|
2024
Q2 | $372K | Buy |
|
|||||
|
2024
Q1 | $372K | Buy |
|
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|
2023
Q4 | $409K | Sell |
|
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|
2023
Q3 | $480K | Sell |
|
|||||
|
2023
Q2 | $525K | Sell |
|
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|
2023
Q1 | $593K | Sell |
|
|||||
|
2022
Q4 | $1.66M | Buy |
|
|||||
|
2022
Q3 | $1.35M | Buy |
|
|||||
|
2022
Q2 | $1.71M | Buy |
|
|||||
|
2022
Q1 | $2.04M | Buy |
|
|||||
|
2021
Q4 | $2.41M | Buy |
|
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|
2021
Q3 | $1.87M | Buy |
|
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|
2021
Q2 | $1.56M | Buy |
|
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|
2021
Q1 | $1.46M | Buy |
|