Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7,830
Closed -$200K 256
2025
Q4
$200K Hold
7,830
﹤0.01% 239
2025
Q3
$225K Sell
7,830
-345
-4% -$9.28K ﹤0.01% 232
2025
Q2
$213K Buy
+8,175
New +$205K ﹤0.01% 225
2022
Q4
Sell
-17,350
Closed -$222K 229
2022
Q3
$222K Hold
17,350
﹤0.01% 206
2022
Q2
$284K Hold
17,350
﹤0.01% 172
2022
Q1
$356K Buy
17,350
+6,725
+63% +$146K ﹤0.01% 179
2021
Q4
$269K Hold
10,625
﹤0.01% 189
2021
Q3
$235K Sell
10,625
-350
-3% -$7.33K ﹤0.01% 196
2021
Q2
$213K Sell
10,975
-1,100
-9% -$22.3K ﹤0.01% 207
2021
Q1
$256K Sell
12,075
-500
-4% -$10.6K ﹤0.01% 197
2020
Q4
$254K Buy
+12,575
New +$219K ﹤0.01% 199

Other funds holding SONY