Pinnacle Wealth Planning Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
23,408
+8,843
| +61% | +$230K | 0.08% | 160 |
|
|
2025
Q1 | $370K | Buy |
14,565
+1,003
| +7% | +$25.5K | 0.06% | 219 |
|
|
2024
Q4 | $287K | Sell |
13,562
-17,253
| -56% | -$365K | 0.04% | 262 |
|
|
2024
Q3 | $595K | Buy |
30,815
+45
| +0.1% | +$869 | 0.08% | 162 |
|
|
2024
Q2 | $523K | Sell |
30,770
-155
| -0.5% | -$2.63K | 0.07% | 171 |
|
|
2024
Q1 | $530K | Buy |
30,925
+65
| +0.2% | +$1.12K | 0.08% | 175 |
|
|
2023
Q4 | $584K | Hold |
30,860
| – | – | 0.09% | 151 |
|
|
2023
Q3 | $509K | Buy |
30,860
+10
| +0% | +$165 | 0.08% | 156 |
|
|
2023
Q2 | $556K | Sell |
30,850
-285
| -0.9% | -$5.13K | 0.09% | 152 |
|
|
2023
Q1 | $564K | Buy |
31,135
+65
| +0.2% | +$1.18K | 0.09% | 154 |
|
|
2022
Q4 | $474K | Buy |
+31,070
| New | +$474K | 0.08% | 170 |
|
|
2022
Q3 | – | Sell |
-22,565
| Closed | -$369K | – | 436 |
|
|
2022
Q2 | $369K | Buy |
22,565
+2,295
| +11% | +$37.5K | 0.07% | 201 |
|
|
2022
Q1 | $416K | Buy |
20,270
+3,815
| +23% | +$78.3K | 0.08% | 197 |
|
|
2021
Q4 | $416K | Buy |
16,455
+940
| +6% | +$23.8K | 0.08% | 194 |
|
|
2021
Q3 | $343K | Buy |
15,515
+110
| +0.7% | +$2.43K | 0.08% | 217 |
|
|
2021
Q2 | $300K | Buy |
15,405
+405
| +3% | +$7.89K | 0.07% | 222 |
|
|
2021
Q1 | $318K | Buy |
15,000
+145
| +1% | +$3.07K | 0.08% | 209 |
|
|
2020
Q4 | $300K | Buy |
14,855
+20
| +0.1% | +$404 | 0.07% | 192 |
|
|
2020
Q3 | $228K | Buy |
14,835
+320
| +2% | +$4.92K | 0.08% | 207 |
|
|
2020
Q2 | $201K | Buy |
+14,515
| New | +$201K | 0.07% | 225 |
|