Mission Wealth 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 | $990K | Buy |
38,018
+3,292
| +9% | +$85.7K | 0.02% | 314 |
|
|
2025
Q1 | $882K | Sell |
34,726
-2,358
| -6% | -$59.9K | 0.02% | 313 |
|
|
2024
Q4 | $785K | Sell |
37,084
-25,746
| -41% | -$545K | 0.02% | 318 |
|
|
2024
Q3 | $1.21M | Buy |
62,830
+37,495
| +148% | +$724K | 0.03% | 240 |
|
|
2024
Q2 | $430K | Buy |
25,335
+2,590
| +11% | +$44K | 0.01% | 422 |
|
|
2024
Q1 | $390K | Sell |
22,745
-19,705
| -46% | -$338K | 0.01% | 465 |
|
|
2023
Q4 | $804K | Buy |
42,450
+2,195
| +5% | +$41.6K | 0.03% | 273 |
|
|
2023
Q3 | $663K | Sell |
40,255
-490
| -1% | -$8.08K | 0.02% | 281 |
|
|
2023
Q2 | $734K | Buy |
40,745
+1,715
| +4% | +$30.9K | 0.03% | 269 |
|
|
2023
Q1 | $708K | Buy |
39,030
+1,035
| +3% | +$18.8K | 0.03% | 270 |
|
|
2022
Q4 | $580K | Buy |
37,995
+2,220
| +6% | +$33.9K | 0.03% | 281 |
|
|
2022
Q3 | $458K | Buy |
35,775
+3,665
| +11% | +$46.9K | 0.02% | 292 |
|
|
2022
Q2 | $525K | Buy |
32,110
+5,485
| +21% | +$89.7K | 0.03% | 277 |
|
|
2022
Q1 | $547K | Buy |
26,625
+2,350
| +10% | +$48.3K | 0.03% | 281 |
|
|
2021
Q4 | $614K | Buy |
24,275
+2,295
| +10% | +$58K | 0.03% | 257 |
|
|
2021
Q3 | $486K | Sell |
21,980
-470
| -2% | -$10.4K | 0.02% | 277 |
|
|
2021
Q2 | $437K | Buy |
22,450
+235
| +1% | +$4.57K | 0.02% | 303 |
|
|
2021
Q1 | $471K | Buy |
22,215
+4,235
| +24% | +$89.8K | 0.03% | 266 |
|
|
2020
Q4 | $364K | Buy |
+17,980
| New | +$364K | 0.02% | 304 |
|