Integrated Wealth Concepts’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
27,749
+4,886
| +21% | +$127K | 0.01% | 1081 |
|
|
2025
Q1 | $581K | Sell |
22,863
-611
| -3% | -$15.5K | 0.01% | 1081 |
|
|
2024
Q4 | $497K | Buy |
23,474
+1,269
| +6% | +$26.9K | 0.01% | 1122 |
|
|
2024
Q3 | $429K | Buy |
22,205
+315
| +1% | +$6.08K | 0.01% | 1157 |
|
|
2024
Q2 | $372K | Buy |
21,890
+215
| +1% | +$3.65K | 0.01% | 1188 |
|
|
2024
Q1 | $372K | Buy |
21,675
+50
| +0.2% | +$857 | 0.01% | 1195 |
|
|
2023
Q4 | $409K | Sell |
21,625
-7,480
| -26% | -$142K | 0.01% | 1092 |
|
|
2023
Q3 | $480K | Sell |
29,105
-55
| -0.2% | -$906 | 0.01% | 997 |
|
|
2023
Q2 | $525K | Sell |
29,160
-3,545
| -11% | -$63.8K | 0.01% | 969 |
|
|
2023
Q1 | $593K | Sell |
32,705
-76,205
| -70% | -$1.38M | 0.01% | 800 |
|
|
2022
Q4 | $1.66M | Buy |
108,910
+3,645
| +3% | +$55.6K | 0.05% | 361 |
|
|
2022
Q3 | $1.35M | Buy |
105,265
+580
| +0.6% | +$7.43K | 0.04% | 356 |
|
|
2022
Q2 | $1.71M | Buy |
104,685
+5,275
| +5% | +$86.3K | 0.05% | 316 |
|
|
2022
Q1 | $2.04M | Buy |
99,410
+3,950
| +4% | +$81.1K | 0.06% | 260 |
|
|
2021
Q4 | $2.41M | Buy |
95,460
+11,005
| +13% | +$278K | 0.07% | 223 |
|
|
2021
Q3 | $1.87M | Buy |
84,455
+4,430
| +6% | +$98K | 0.06% | 257 |
|
|
2021
Q2 | $1.56M | Buy |
80,025
+10,955
| +16% | +$213K | 0.06% | 261 |
|
|
2021
Q1 | $1.46M | Buy |
+69,070
| New | +$1.46M | 0.06% | 237 |
|