Manchester Capital Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
11,066
+302
| +3% | +$7.86K | 0.04% | 291 |
|
|
2025
Q1 | $273K | Sell |
10,764
-1,545
| -13% | -$39.2K | 0.03% | 292 |
|
|
2024
Q4 | $260K | Buy |
12,309
+459
| +4% | +$9.71K | 0.03% | 302 |
|
|
2024
Q3 | $229K | Hold |
11,850
| – | – | 0.03% | 309 |
|
|
2024
Q2 | $201K | Buy |
11,850
+375
| +3% | +$6.37K | 0.02% | 308 |
|
|
2024
Q1 | $197K | Buy |
11,475
+200
| +2% | +$3.43K | 0.02% | 314 |
|
|
2023
Q4 | $214K | Buy |
11,275
+1,840
| +20% | +$34.8K | 0.03% | 272 |
|
|
2023
Q3 | $156K | Hold |
9,435
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $170K | Buy |
9,435
+400
| +4% | +$7.2K | 0.02% | 285 |
|
|
2023
Q1 | $164K | Buy |
9,035
+2,025
| +29% | +$36.7K | 0.02% | 307 |
|
|
2022
Q4 | $107K | Sell |
7,010
-330
| -4% | -$5.04K | 0.02% | 311 |
|
|
2022
Q3 | $94K | Hold |
7,340
| – | – | 0.02% | 297 |
|
|
2022
Q2 | $120K | Hold |
7,340
| – | – | 0.02% | 268 |
|
|
2022
Q1 | $151K | Hold |
7,340
| – | – | 0.02% | 281 |
|
|
2021
Q4 | $186K | Sell |
7,340
-90
| -1% | -$2.28K | 0.02% | 271 |
|
|
2021
Q3 | $164K | Buy |
7,430
+6,260
| +535% | +$138K | 0.02% | 300 |
|
|
2021
Q2 | $23K | Buy |
1,170
+260
| +29% | +$5.11K | ﹤0.01% | 430 |
|
|
2021
Q1 | $19K | Hold |
910
| – | – | ﹤0.01% | 444 |
|
|
2020
Q4 | $18K | Hold |
910
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $14K | Buy |
+910
| New | +$14K | ﹤0.01% | 403 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$5K | – | 664 |
|
|
2018
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 490 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$5K | – | 535 |
|
|
2018
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 464 |
|
|
2017
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2017
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 457 |
|
|
2017
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
|
2016
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2016
Q3 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 493 |
|
|
2015
Q1 | – | Sell |
-13,185
| Closed | -$54K | – | 840 |
|
|
2014
Q4 | $54K | Sell |
13,185
-5,095
| -28% | -$20.9K | 0.01% | 701 |
|
|
2014
Q3 | $66K | Buy |
18,280
+5,095
| +39% | +$18.4K | 0.01% | 671 |
|
|
2014
Q2 | $44K | Buy |
+13,185
| New | +$44K | 0.01% | 736 |
|