J.P. Morgan Private Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.68M | Buy |
+162,475
| New | +$2.68M | 0.01% | 654 |
|
|
2023
Q2 | – | Sell |
-324,185
| Closed | -$5.88M | – | 1857 |
|
|
2023
Q1 | $5.88M | Sell |
324,185
-20,405
| -6% | -$370K | 0.01% | 544 |
|
|
2022
Q4 | $5.26M | Sell |
344,590
-7,010
| -2% | -$107K | 0.01% | 565 |
|
|
2022
Q3 | $4.5M | Sell |
351,600
-50,525
| -13% | -$647K | 0.01% | 582 |
|
|
2022
Q2 | $6.58M | Sell |
402,125
-8,225
| -2% | -$135K | 0.02% | 506 |
|
|
2022
Q1 | $8.43M | Buy |
410,350
+20,190
| +5% | +$415K | 0.02% | 482 |
|
|
2021
Q4 | $9.86M | Buy |
390,160
+19,225
| +5% | +$486K | 0.02% | 437 |
|
|
2021
Q3 | $8.2M | Buy |
370,935
+60,125
| +19% | +$1.33M | 0.02% | 467 |
|
|
2021
Q2 | $6.04M | Buy |
+310,810
| New | +$6.04M | 0.02% | 539 |
|
|
2021
Q1 | – | Sell |
-157,280
| Closed | -$3.18M | – | 1798 |
|
|
2020
Q4 | $3.18M | Buy |
157,280
+24,475
| +18% | +$495K | 0.01% | 596 |
|
|
2020
Q3 | $2.04M | Buy |
132,805
+23,925
| +22% | +$367K | 0.01% | 645 |
|
|
2020
Q2 | $1.51M | Buy |
108,880
+30,065
| +38% | +$416K | 0.01% | 669 |
|
|
2020
Q1 | $933K | Sell |
78,815
-6,505
| -8% | -$77K | 0.01% | 730 |
|
|
2019
Q4 | $1.16M | Buy |
85,320
+14,040
| +20% | +$191K | 0.01% | 751 |
|
|
2019
Q3 | $843K | Buy |
71,280
+19,520
| +38% | +$231K | ﹤0.01% | 819 |
|
|
2019
Q2 | $542K | Buy |
51,760
+24,175
| +88% | +$253K | ﹤0.01% | 954 |
|
|
2019
Q1 | $233K | Sell |
27,585
-22,395
| -45% | -$189K | ﹤0.01% | 1320 |
|
|
2018
Q4 | $483K | Buy |
49,980
+27,565
| +123% | +$266K | ﹤0.01% | 986 |
|
|
2018
Q3 | $272K | Sell |
22,415
-10,765
| -32% | -$131K | ﹤0.01% | 1351 |
|
|
2018
Q2 | $340K | Buy |
33,180
+9,845
| +42% | +$101K | ﹤0.01% | 1155 |
|
|
2018
Q1 | $225K | Sell |
23,335
-2,510
| -10% | -$24.2K | ﹤0.01% | 1150 |
|
|
2017
Q4 | $232K | Sell |
25,845
-2,085
| -7% | -$18.7K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $209K | Sell |
27,930
-8,260
| -23% | -$61.8K | ﹤0.01% | 1136 |
|
|
2017
Q2 | $276K | Sell |
36,190
-18,360
| -34% | -$140K | ﹤0.01% | 1046 |
|
|
2017
Q1 | $367K | Sell |
54,550
-18,865
| -26% | -$127K | ﹤0.01% | 990 |
|
|
2016
Q4 | $411K | Buy |
73,415
+39,930
| +119% | +$224K | ﹤0.01% | 876 |
|
|
2016
Q3 | $222K | Sell |
33,485
-21,960
| -40% | -$146K | ﹤0.01% | 1107 |
|
|
2016
Q2 | $325K | Buy |
+55,445
| New | +$325K | ﹤0.01% | 947 |
|
|
2015
Q3 | – | Sell |
-71,515
| Closed | -$406K | – | 1127 |
|
|
2015
Q2 | $406K | Buy |
71,515
+2,145
| +3% | +$12.2K | ﹤0.01% | 751 |
|
|
2015
Q1 | $372K | Sell |
69,370
-5,540
| -7% | -$29.7K | ﹤0.01% | 816 |
|
|
2014
Q4 | $307K | Sell |
74,910
-30,330
| -29% | -$124K | ﹤0.01% | 862 |
|
|
2014
Q3 | $380K | Buy |
105,240
+6,655
| +7% | +$24K | ﹤0.01% | 775 |
|
|
2014
Q2 | $331K | Buy |
98,585
+34,335
| +53% | +$115K | 0.01% | 690 |
|
|
2014
Q1 | $246K | Buy |
+64,250
| New | +$246K | ﹤0.01% | 764 |
|