Mill Creek Capital Advisors’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.58M Sell
99,280
-1,583
-2% -$41.2K 0.06% 83
2025
Q1
$2.56M Buy
100,863
+1,583
+2% +$40.2K 0.06% 79
2024
Q4
$2.1M Sell
99,280
-190
-0.2% -$4.02K 0.05% 82
2024
Q3
$1.92M Sell
99,470
-59,515
-37% -$1.15M 0.05% 83
2024
Q2
$2.7M Buy
158,985
+110
+0.1% +$1.87K 0.07% 73
2024
Q1
$2.72M Hold
158,875
0.07% 68
2023
Q4
$3.01M Buy
158,875
+58,380
+58% +$1.11M 0.09% 65
2023
Q3
$1.66M Buy
100,495
+490
+0.5% +$8.08K 0.06% 73
2023
Q2
$1.8M Hold
100,005
0.06% 77
2023
Q1
$1.81M Hold
100,005
0.07% 70
2022
Q4
$1.53M Buy
+100,005
New +$1.53M 0.06% 77