Peloton Wealth Strategists’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37,810
| Closed | -$648K | – | 97 |
|
|
2023
Q4 | $648K | Sell |
37,810
-7,500
| -17% | -$129K | 0.28% | 72 |
|
|
2023
Q3 | $585K | Sell |
45,310
-18,500
| -29% | -$239K | 0.27% | 73 |
|
|
2023
Q2 | $1.04M | Buy |
63,810
+1,365
| +2% | +$22.3K | 0.46% | 63 |
|
|
2023
Q1 | $1.23M | Buy |
62,445
+1,340
| +2% | +$26.3K | 0.56% | 59 |
|
|
2022
Q4 | $1.03M | Buy |
61,105
+1,650
| +3% | +$27.9K | 0.5% | 59 |
|
|
2022
Q3 | $826K | Sell |
59,455
-2,765
| -4% | -$38.4K | 0.43% | 63 |
|
|
2022
Q2 | $1.12M | Buy |
62,220
+10,275
| +20% | +$185K | 0.55% | 61 |
|
|
2022
Q1 | $1.47M | Buy |
51,945
+600
| +1% | +$16.9K | 0.61% | 59 |
|
|
2021
Q4 | $1.53M | Buy |
51,345
+135
| +0.3% | +$4.02K | 0.61% | 57 |
|
|
2021
Q3 | $1.66M | Buy |
51,210
+3,915
| +8% | +$127K | 0.68% | 53 |
|
|
2021
Q2 | $1.67M | Buy |
47,295
+2,010
| +4% | +$70.8K | 0.69% | 52 |
|
|
2021
Q1 | $1.7M | Buy |
45,285
+4,390
| +11% | +$165K | 0.8% | 47 |
|
|
2020
Q4 | $957K | Buy |
40,895
+8,580
| +27% | +$201K | 0.47% | 56 |
|
|
2020
Q3 | $491K | Buy |
+32,315
| New | +$491K | 0.28% | 63 |
|