Moran Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-719,000
| Closed | -$13.6M | – | 447 |
|
|
2023
Q4 | $13.6M | Buy |
719,000
+5,290
| +0.7% | +$100K | 0.48% | 67 |
|
|
2023
Q3 | $11.8M | Sell |
713,710
-109,385
| -13% | -$1.8M | 0.46% | 80 |
|
|
2023
Q2 | $14.8M | Sell |
823,095
-9,605
| -1% | -$173K | 0.56% | 68 |
|
|
2023
Q1 | $15.1M | Buy |
832,700
+169,065
| +25% | +$3.07M | 0.57% | 66 |
|
|
2022
Q4 | $10.1M | Buy |
+663,635
| New | +$10.1M | 0.38% | 84 |
|