Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $426K | Buy |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $315K | Sell |
|
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|
2024
Q3 | $963K | Buy |
|
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $42K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $15K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $23K | Buy |
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