Pinnacle Wealth Planning Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $595K | Buy |
|
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $530K | Buy |
|
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|
2023
Q4 | $584K | Hold |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $564K | Buy |
|
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $201K | Buy |
|