Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.2M Buy
58,063
+3,391
+6% +$76K 0.01% 709
2025
Q4
$1.4M Buy
54,672
+4,252
+8% +$119K 0.01% 659
2025
Q3
$1.45M Buy
50,420
+17,816
+55% +$479K 0.01% 609
2025
Q2
$849K Buy
32,604
+9,613
+42% +$241K 0.01% 693
2025
Q1
$584K Sell
22,991
-2,452
-10% -$56.7K ﹤0.01% 772
2024
Q4
$538K Sell
25,443
-4,847
-16% -$94.4K ﹤0.01% 819
2024
Q3
$585K Sell
30,290
-10,215
-25% -$186K 0.01% 698
2024
Q2
$688K Buy
40,505
+1,950
+5% +$32.2K 0.01% 702
2024
Q1
$661K Buy
38,555
+2,995
+8% +$55.1K 0.01% 704
2023
Q4
$673K Buy
35,560
+5,095
+17% +$88.4K 0.01% 599
2023
Q3
$502K Sell
30,465
-1,100
-3% -$19.2K 0.01% 642
2023
Q2
$568K Buy
31,565
+1,120
+4% +$21K 0.01% 584
2023
Q1
$552K Buy
30,445
+1,695
+6% +$29.4K 0.01% 604
2022
Q4
$439K Sell
28,750
-3,765
-12% -$56.2K 0.01% 648
2022
Q3
$417K Sell
32,515
-2,750
-8% -$44.1K 0.01% 607
2022
Q2
$577K Sell
35,265
-2,350
-6% -$41.6K 0.01% 501
2022
Q1
$773K Sell
37,615
-8,620
-19% -$187K 0.01% 449
2021
Q4
$1.17M Buy
46,235
+19,530
+73% +$465K 0.02% 379
2021
Q3
$591K Buy
26,705
+525
+2% +$11K 0.01% 470
2021
Q2
$509K Sell
26,180
-365
-1% -$7.4K 0.01% 489
2021
Q1
$563K Sell
26,545
-3,070
-10% -$64.8K 0.01% 454
2020
Q4
$599K Buy
29,615
+10,705
+57% +$186K 0.02% 421
2020
Q3
$290K Buy
+18,910
New +$294K 0.01% 480

Other funds holding SONY