RMR Wealth Builders’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
10,378
+1
| +0% | +$26 | 0.02% | 240 |
|
|
2025
Q1 | $263K | Sell |
10,377
-31
| -0.3% | -$787 | 0.03% | 221 |
|
|
2024
Q4 | $220K | Buy |
10,408
+33
| +0.3% | +$698 | 0.02% | 243 |
|
|
2024
Q3 | $200K | Buy |
+10,375
| New | +$200K | 0.02% | 254 |
|
|
2024
Q1 | – | Sell |
-10,680
| Closed | -$202K | – | 263 |
|
|
2023
Q4 | $202K | Sell |
10,680
-1,895
| -15% | -$35.9K | 0.03% | 225 |
|
|
2023
Q3 | $207K | Hold |
12,575
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $226K | Buy |
12,575
+5
| +0% | +$90 | 0.04% | 191 |
|
|
2023
Q1 | $228K | Buy |
+12,570
| New | +$228K | 0.04% | 191 |
|
|
2022
Q2 | – | Sell |
-11,760
| Closed | -$242K | – | 216 |
|
|
2022
Q1 | $242K | Buy |
+11,760
| New | +$242K | 0.05% | 181 |
|
|
2021
Q2 | – | Sell |
-7,640
| Closed | -$162K | – | 630 |
|
|
2021
Q1 | $162K | Buy |
7,640
+340
| +5% | +$7.21K | 0.04% | 219 |
|
|
2020
Q4 | $148K | Buy |
+7,300
| New | +$148K | 0.07% | 176 |
|
|
2020
Q3 | – | Sell |
-9,215
| Closed | -$127K | – | 435 |
|
|
2020
Q2 | $127K | Buy |
+9,215
| New | +$127K | 0.11% | 148 |
|
|
2019
Q4 | $156K | Buy |
+11,495
| New | +$156K | 0.15% | 133 |
|