Liberty Wealth Management’s Sony SONY Stock Holding History

Liberty Wealth Management’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,480	Closed	-$215K	–	259
2025 Q3	$215K	Buy	+7,480	New	+$201K	0.03%	228
2022 Q1	–	Sell	-9,370	Closed	-$236	–	181
2021 Q4	$236	Sell	9,370 -1,690	-15%	-$40.2K	0.01%	143
2021 Q3	$248K	Buy	11,060 +3,390	+44%	+$71K	0.09%	138
2021 Q2	$149K	Buy	7,670 +5	+0.1%	+$101	0.06%	163
2021 Q1	$151K	Hold	7,665	–	–	0.07%	134
2020 Q4	$151K	Buy	7,665 +60	+0.8%	+$1.04K	0.07%	133
2020 Q3	$117K	Sell	7,605 -520	-6%	-$8.09K	0.07%	148
2020 Q2	$112K	Sell	8,125 -345	-4%	-$4.48K	0.08%	137
2020 Q1	$100K	Sell	8,470 -535	-6%	-$7.01K	0.09%	142
2019 Q4	$122K	Buy	9,005 +15	+0.2%	+$187	0.1%	140
2019 Q3	$106K	Buy	8,990 +1,420	+19%	+$16K	0.1%	142
2019 Q2	$79K	Buy	7,570 +25	+0.3%	+$245	0.07%	193
2019 Q1	$63K	Hold	7,545	–	–	0.05%	178
2018 Q4	$72K	Buy	+7,545	New	+$79.8K	0.05%	159

Other funds holding SONY

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return