Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$46.9K Hold
2,265
﹤0.01% 320
2025
Q4
$58K Sell
2,265
-1,610
-42% -$45.2K ﹤0.01% 298
2025
Q3
$112K Hold
3,875
﹤0.01% 261
2025
Q2
$101K Buy
3,875
+1,000
+35% +$25K ﹤0.01% 256
2025
Q1
$73K Hold
2,875
﹤0.01% 266
2024
Q4
$60.8K Buy
2,875
+675
+31% +$13.1K ﹤0.01% 289
2024
Q3
$42.5K Buy
+2,200
New +$40.1K ﹤0.01% 302
2016
Q2
Sell
-124,500
Closed -$640K 405
2016
Q1
$640K Hold
124,500
0.07% 183
2015
Q4
$613K Hold
124,500
0.08% 181
2015
Q3
$610K Hold
124,500
0.08% 183
2015
Q2
$707K Sell
124,500
-15,000
-11% -$91.9K 0.09% 187
2015
Q1
$747K Buy
139,500
+17,500
+14% +$88.4K 0.1% 176
2014
Q4
$499K Buy
+122,000
New +$481K 0.07% 198

Other funds holding SONY