Perigon 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 | $378K | Buy |
14,511
+135
| +0.9% | +$3.51K | 0.01% | 760 |
|
|
2025
Q1 | $365K | Sell |
14,376
-1,112
| -7% | -$28.2K | 0.01% | 737 |
|
|
2024
Q4 | $315K | Sell |
15,488
-34,387
| -69% | -$699K | 0.01% | 795 |
|
|
2024
Q3 | $963K | Buy |
49,875
+37,685
| +309% | +$728K | 0.03% | 440 |
|
|
2024
Q2 | $207K | Sell |
12,190
-2,400
| -16% | -$40.8K | 0.01% | 804 |
|
|
2024
Q1 | $250K | Buy |
14,590
+2,155
| +17% | +$37K | 0.01% | 730 |
|
|
2023
Q4 | $236K | Buy |
+12,435
| New | +$236K | 0.01% | 740 |
|
|
2021
Q1 | – | Sell |
-2,075
| Closed | -$42K | – | 938 |
|
|
2020
Q4 | $42K | Buy |
+2,075
| New | +$42K | ﹤0.01% | 792 |
|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$19K | – | 540 |
|
|
2018
Q1 | $19K | Hold |
2,000
| – | – | 0.01% | 448 |
|
|
2017
Q4 | $18K | Hold |
2,000
| – | – | 0.01% | 422 |
|
|
2017
Q3 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 474 |
|
|
2017
Q2 | $15K | Buy |
+2,000
| New | +$15K | ﹤0.01% | 467 |
|
|
2017
Q1 | – | Sell |
-1,810
| Closed | -$11K | – | 699 |
|
|
2016
Q4 | $11K | Sell |
1,810
-1,695
| -48% | -$10.3K | ﹤0.01% | 553 |
|
|
2016
Q3 | $23K | Buy |
+3,505
| New | +$23K | 0.01% | 385 |
|