RMR Wealth Builders’s Sony SONY Stock Holding History

RMR Wealth Builders’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,378	Closed	-$270K	–	298
2025 Q2	$270K	Buy	10,378 +1	+0%	+$25	0.02%	240
2025 Q1	$263K	Sell	10,377 -31	-0.3%	-$716	0.03%	221
2024 Q4	$220K	Buy	10,408 +33	+0.3%	+$643	0.02%	243
2024 Q3	$200K	Buy	+10,375	New	+$189K	0.02%	254
2024 Q1	–	Sell	-10,680	Closed	-$202K	–	263
2023 Q4	$202K	Sell	10,680 -1,895	-15%	-$32.9K	0.03%	225
2023 Q3	$207K	Hold	12,575	–	–	0.03%	220
2023 Q2	$226K	Buy	12,575 +5	+0%	+$94	0.04%	191
2023 Q1	$228K	Buy	+12,570	New	+$218K	0.04%	191
2022 Q2	–	Sell	-11,760	Closed	-$242K	–	216
2022 Q1	$242K	Buy	+11,760	New	+$256K	0.05%	181
2021 Q2	–	Sell	-7,640	Closed	-$162K	–	630
2021 Q1	$162K	Buy	7,640 +340	+5%	+$7.18K	0.04%	219
2020 Q4	$148K	Buy	+7,300	New	+$127K	0.07%	176
2020 Q3	–	Sell	-9,215	Closed	-$127K	–	435
2020 Q2	$127K	Buy	+9,215	New	+$120K	0.11%	148
2019 Q4	$156K	Buy	+11,495	New	+$143K	0.15%	133

Other funds holding SONY

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return