Northwestern Mutual Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03M | Buy |
98,272
+1,108
| +1% | +$24.8K | ﹤0.01% | 1103 |
|
|
2025
Q4 | $2.49M | Buy |
97,164
+10,234
| +12% | +$287K | ﹤0.01% | 994 |
|
|
2025
Q3 | $2.5M | Buy |
86,930
+14,504
| +20% | +$390K | ﹤0.01% | 941 |
|
|
2025
Q2 | $1.89M | Sell |
72,426
-8,666
| -11% | -$217K | ﹤0.01% | 956 |
|
|
2025
Q1 | $2.06M | Buy |
81,092
+10,196
| +14% | +$236K | ﹤0.01% | 901 |
|
|
2024
Q4 | $1.5M | Buy |
70,896
+1,116
| +2% | +$21.7K | ﹤0.01% | 935 |
|
|
2024
Q3 | $1.35M | Sell |
69,780
-27,930
| -29% | -$509K | ﹤0.01% | 959 |
|
|
2024
Q2 | $1.66M | Buy |
97,710
+2,745
| +3% | +$45.4K | ﹤0.01% | 875 |
|
|
2024
Q1 | $1.63M | Buy |
94,965
+3,635
| +4% | +$66.8K | ﹤0.01% | 853 |
|
|
2023
Q4 | $1.73M | Buy |
91,330
+15,595
| +21% | +$271K | ﹤0.01% | 813 |
|
|
2023
Q3 | $1.25M | Buy |
75,735
+20,210
| +36% | +$353K | ﹤0.01% | 867 |
|
|
2023
Q2 | $1,000K | Sell |
55,525
-13,970
| -20% | -$262K | ﹤0.01% | 936 |
|
|
2023
Q1 | $1.26M | Buy |
69,495
+3,025
| +5% | +$52.4K | ﹤0.01% | 830 |
|
|
2022
Q4 | $1.01M | Sell |
66,470
-6,555
| -9% | -$97.9K | ﹤0.01% | 870 |
|
|
2022
Q3 | $936K | Buy |
73,025
+2,895
| +4% | +$46.4K | ﹤0.01% | 842 |
|
|
2022
Q2 | $1.15M | Sell |
70,130
-10,235
| -13% | -$181K | ﹤0.01% | 786 |
|
|
2022
Q1 | $1.65M | Sell |
80,365
-39,360
| -33% | -$856K | ﹤0.01% | 684 |
|
|
2021
Q4 | $3.03M | Buy |
119,725
+15,195
| +15% | +$362K | ﹤0.01% | 512 |
|
|
2021
Q3 | $2.31M | Buy |
104,530
+8,070
| +8% | +$169K | ﹤0.01% | 553 |
|
|
2021
Q2 | $1.88M | Sell |
96,460
-95,215
| -50% | -$1.93M | ﹤0.01% | 574 |
|
|
2021
Q1 | $4.07M | Buy |
191,675
+9,020
| +5% | +$190K | 0.01% | 380 |
|
|
2020
Q4 | $3.69M | Sell |
182,655
-30,230
| -14% | -$526K | 0.01% | 372 |
|
|
2020
Q3 | $3.27M | Buy |
212,885
+31,360
| +17% | +$488K | 0.01% | 352 |
|
|
2020
Q2 | $2.51M | Buy |
181,525
+136,935
| +307% | +$1.78M | 0.01% | 366 |
|
|
2020
Q1 | $528K | Buy |
44,590
+13,910
| +45% | +$182K | ﹤0.01% | 627 |
|
|
2019
Q4 | $417K | Sell |
30,680
-745
| -2% | -$9.29K | ﹤0.01% | 727 |
|
|
2019
Q3 | $371K | Sell |
31,425
-8,555
| -21% | -$96.6K | ﹤0.01% | 707 |
|
|
2019
Q2 | $419K | Sell |
39,980
-79,865
| -67% | -$784K | ﹤0.01% | 680 |
|
|
2019
Q1 | $1.01M | Sell |
119,845
-903,725
| -88% | -$8.46M | ﹤0.01% | 455 |
|
|
2018
Q4 | $9.88M | Sell |
1,023,570
-68,860
| -6% | -$729K | 0.05% | 165 |
|
|
2018
Q3 | $13.3M | Sell |
1,092,430
-33,965
| -3% | -$374K | 0.07% | 141 |
|
|
2018
Q2 | $11.5M | Buy |
1,126,395
+17,455
| +2% | +$170K | 0.06% | 145 |
|
|
2018
Q1 | $10.7M | Buy |
1,108,940
+2,350
| +0.2% | +$23.1K | 0.07% | 151 |
|
|
2017
Q4 | $9.95M | Buy |
1,106,590
+1,094,395
| +8,974% | +$9.4M | 0.06% | 151 |
|
|
2017
Q3 | $91K | Buy |
12,195
+3,370
| +38% | +$26.4K | ﹤0.01% | 913 |
|
|
2017
Q2 | $68K | Hold |
8,825
| – | – | ﹤0.01% | 998 |
|
|
2017
Q1 | $59K | Sell |
8,825
-12,395
| -58% | -$77.3K | ﹤0.01% | 980 |
|
|
2016
Q4 | $120K | Buy |
+21,220
| New | +$129K | ﹤0.01% | 773 |
|
|
2016
Q3 | – | Sell |
-17,065
| Closed | -$100K | – | 1330 |
|
|
2016
Q2 | $100K | Buy |
17,065
+5,795
| +51% | +$31.1K | ﹤0.01% | 732 |
|
|
2016
Q1 | $58K | Buy |
11,270
+5,330
| +90% | +$24.4K | ﹤0.01% | 849 |
|
|
2015
Q4 | $29K | Buy |
5,940
+5,540
| +1,385% | +$29.4K | ﹤0.01% | 910 |
|
|
2015
Q3 | $2K | Buy |
+400
| New | +$2.13K | ﹤0.01% | 1470 |
|
|
2015
Q2 | – | Sell |
-725
| Closed | -$4K | – | 1623 |
|
|
2015
Q1 | $4K | Buy |
+725
| New | +$3.66K | ﹤0.01% | 1243 |
|
|
2014
Q4 | – | Sell |
-520
| Closed | -$2K | – | 1812 |
|
|
2014
Q3 | $2K | Buy |
+520
| New | +$1.87K | ﹤0.01% | 1210 |
|
|
2013
Q4 | – | Sell |
-785
| Closed | -$3K | – | 1543 |
|
|
2013
Q3 | $3K | Sell |
785
-815
| -51% | -$3.45K | ﹤0.01% | 1120 |
|
|
2013
Q2 | $7K | Buy |
+1,600
| New | +$6.01K | ﹤0.01% | 910 |
|
Other funds holding SONY
MIP
