KCS Wealth Advisory’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $629K | Buy |
|
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|
2022
Q3 | $520K | Buy |
|
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|
2022
Q2 | $412K | Buy |
|
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|
2022
Q1 | $317K | Sell |
|
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $344K | Sell |
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|
2021
Q2 | $312K | Sell |
|
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|
2021
Q1 | $361K | Buy |
|
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $219K | Buy |
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