Mitchell & Pahl Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
39,923
+1,338
| +3% | +$34.8K | 0.46% | 76 |
|
|
2025
Q1 | $980K | Sell |
38,585
-1,751
| -4% | -$44.5K | 0.46% | 78 |
|
|
2024
Q4 | $854K | Buy |
40,336
+2,281
| +6% | +$48.3K | 0.4% | 89 |
|
|
2024
Q3 | $735K | Buy |
38,055
+3,095
| +9% | +$59.8K | 0.34% | 105 |
|
|
2024
Q2 | $594K | Buy |
34,960
+1,355
| +4% | +$23K | 0.31% | 110 |
|
|
2024
Q1 | $576K | Buy |
33,605
+2,675
| +9% | +$45.9K | 0.3% | 116 |
|
|
2023
Q4 | $586K | Buy |
30,930
+265
| +0.9% | +$5.02K | 0.33% | 112 |
|
|
2023
Q3 | $505K | Buy |
30,665
+4,875
| +19% | +$80.4K | 0.3% | 113 |
|
|
2023
Q2 | $464K | Buy |
25,790
+2,415
| +10% | +$43.5K | 0.28% | 118 |
|
|
2023
Q1 | $424K | Buy |
23,375
+745
| +3% | +$13.5K | 0.27% | 120 |
|
|
2022
Q4 | $345K | Buy |
22,630
+1,235
| +6% | +$18.8K | 0.23% | 129 |
|
|
2022
Q3 | $274K | Buy |
21,395
+3,370
| +19% | +$43.2K | 0.2% | 136 |
|
|
2022
Q2 | $295K | Buy |
18,025
+3,625
| +25% | +$59.3K | 0.21% | 135 |
|
|
2022
Q1 | $296K | Buy |
14,400
+3,425
| +31% | +$70.4K | 0.19% | 138 |
|
|
2021
Q4 | $277K | Buy |
10,975
+945
| +9% | +$23.9K | 0.18% | 136 |
|
|
2021
Q3 | $222K | Buy |
+10,030
| New | +$222K | 0.16% | 146 |
|