Laird Norton Wetherby Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.66M | Sell |
231,377
-3,035
| -1% | -$81.6K | 0.27% | 52 |
|
|
2025
Q2 | $6.1M | Buy |
+234,412
| New | +$5.87M | 0.27% | 58 |
|
|
2024
Q4 | $4.53M | Sell |
214,120
-4,930
| -2% | -$96K | 0.22% | 76 |
|
|
2024
Q3 | $4.23M | Buy |
219,050
+6,200
| +3% | +$113K | 0.19% | 89 |
|
|
2024
Q2 | $3.62M | Sell |
212,850
-14,370
| -6% | -$238K | 0.17% | 103 |
|
|
2024
Q1 | $3.9M | Sell |
227,220
-460
| -0.2% | -$8.46K | 0.19% | 100 |
|
|
2023
Q4 | $4.31M | Buy |
227,680
+11,430
| +5% | +$198K | 0.22% | 77 |
|
|
2023
Q3 | $3.56M | Buy |
216,250
+605
| +0.3% | +$10.6K | 0.2% | 88 |
|
|
2023
Q2 | $3.88M | Buy |
215,645
+8,210
| +4% | +$154K | 0.21% | 84 |
|
|
2023
Q1 | $3.76M | Buy |
207,435
+5,065
| +3% | +$87.8K | 0.22% | 85 |
|
|
2022
Q4 | $3.09M | Buy |
202,370
+8,325
| +4% | +$124K | 0.2% | 108 |
|
|
2022
Q3 | $2.49M | Buy |
194,045
+1,935
| +1% | +$31K | 0.18% | 108 |
|
|
2022
Q2 | $3.14M | Buy |
192,110
+1,285
| +0.7% | +$22.8K | 0.21% | 88 |
|
|
2022
Q1 | $3.92M | Buy |
190,825
+1,680
| +0.9% | +$36.5K | 0.22% | 85 |
|
|
2021
Q4 | $4.78M | Buy |
189,145
+4,850
| +3% | +$115K | 0.27% | 65 |
|
|
2021
Q3 | $4.08M | Buy |
184,295
+2,420
| +1% | +$50.7K | 0.25% | 71 |
|
|
2021
Q2 | $3.54M | Buy |
181,875
+4,995
| +3% | +$101K | 0.22% | 86 |
|
|
2021
Q1 | $3.75M | Sell |
176,880
-6,855
| -4% | -$145K | 0.29% | 66 |
|
|
2020
Q4 | $3.71M | Buy |
183,735
+2,920
| +2% | +$50.8K | 0.25% | 72 |
|
|
2020
Q3 | $2.77M | Buy |
180,815
+1,440
| +0.8% | +$22.4K | 0.25% | 85 |
|
|
2020
Q2 | $2.48M | Buy |
179,375
+6,750
| +4% | +$87.7K | 0.24% | 87 |
|
|
2020
Q1 | $2.04M | Buy |
172,625
+14,160
| +9% | +$186K | 0.23% | 89 |
|
|
2019
Q4 | $2.15M | Sell |
158,465
-4,730
| -3% | -$59K | 0.21% | 107 |
|
|
2019
Q3 | $1.93M | Buy |
163,195
+4,125
| +3% | +$46.6K | 0.2% | 116 |
|
|
2019
Q2 | $1.67M | Buy |
159,070
+13,455
| +9% | +$132K | 0.18% | 128 |
|
|
2019
Q1 | $1.23M | Sell |
145,615
-3,515
| -2% | -$32.9K | 0.15% | 141 |
|
|
2018
Q4 | $1.44M | Buy |
149,130
+1,405
| +1% | +$14.9K | 0.2% | 115 |
|
|
2018
Q3 | $1.79M | Buy |
147,725
+6,270
| +4% | +$69K | 0.22% | 101 |
|
|
2018
Q2 | $1.45M | Sell |
141,455
-1,070
| -0.8% | -$10.4K | 0.2% | 112 |
|
|
2018
Q1 | $1.38M | Buy |
142,525
+3,035
| +2% | +$29.9K | 0.19% | 113 |
|
|
2017
Q4 | $1.25M | Buy |
139,490
+1,690
| +1% | +$14.5K | 0.17% | 131 |
|
|
2017
Q3 | $1.03M | Buy |
137,800
+6,370
| +5% | +$49.9K | 0.15% | 155 |
|
|
2017
Q2 | $1M | Buy |
131,430
+10,260
| +8% | +$72.8K | 0.17% | 143 |
|
|
2017
Q1 | $817K | Buy |
121,170
+2,075
| +2% | +$12.9K | 0.15% | 170 |
|
|
2016
Q4 | $668K | Sell |
119,095
-11,025
| -8% | -$67K | 0.13% | 196 |
|
|
2016
Q3 | $865K | Buy |
130,120
+5,445
| +4% | +$34.9K | 0.18% | 139 |
|
|
2016
Q2 | $732K | Buy |
124,675
+9,660
| +8% | +$51.8K | 0.16% | 148 |
|
|
2016
Q1 | $591K | Sell |
115,015
-7,815
| -6% | -$35.8K | 0.14% | 173 |
|
|
2015
Q4 | $605K | Sell |
122,830
-3,275
| -3% | -$17.4K | 0.15% | 161 |
|
|
2015
Q3 | $618K | Buy |
126,105
+11,450
| +10% | +$61K | 0.16% | 147 |
|
|
2015
Q2 | $651K | Buy |
114,655
+985
| +0.9% | +$6.04K | 0.16% | 153 |
|
|
2015
Q1 | $609K | Buy |
113,670
+5,140
| +5% | +$26K | 0.15% | 162 |
|
|
2014
Q4 | $445K | Buy |
108,530
+4,015
| +4% | +$15.8K | 0.11% | 210 |
|
|
2014
Q3 | $378K | Buy |
104,515
+6,305
| +6% | +$22.7K | 0.11% | 244 |
|
|
2014
Q2 | $329K | Sell |
98,210
-3,475
| -3% | -$12K | 0.09% | 279 |
|
|
2014
Q1 | $389K | Buy |
101,685
+22,005
| +28% | +$76K | 0.11% | 228 |
|
|
2013
Q4 | $276K | Sell |
79,680
-1,390
| -2% | -$5.14K | 0.08% | 308 |
|
|
2013
Q3 | $349K | Buy |
81,070
+4,770
| +6% | +$20.2K | 0.11% | 235 |
|
|
2013
Q2 | $324K | Buy |
+76,300
| New | +$287K | 0.11% | 217 |
|
Other funds holding SONY
MIP
HL
