Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$245K Sell
11,839
-5
-0% -$112 0.01% 612
2025
Q4
$303K Sell
11,844
-17,633
-60% -$495K 0.01% 571
2025
Q3
$849K Sell
29,477
-30,186
-51% -$812K 0.02% 395
2025
Q2
$1.55M Sell
59,663
-13,716
-19% -$343K 0.04% 282
2025
Q1
$1.86M Buy
73,379
+2,109
+3% +$48.7K 0.05% 238
2024
Q4
$1.51M Buy
71,270
+15,080
+27% +$294K 0.04% 276
2024
Q3
$1.09M Buy
56,190
+7,475
+15% +$136K 0.03% 352
2024
Q2
$828K Sell
48,715
-2,145
-4% -$35.5K 0.03% 377
2024
Q1
$872K Buy
50,860
+3,530
+7% +$64.9K 0.03% 366
2023
Q4
$896K Sell
47,330
-8,750
-16% -$152K 0.03% 344
2023
Q3
$924K Buy
56,080
+1,670
+3% +$29.1K 0.04% 325
2023
Q2
$980K Buy
54,410
+4,800
+10% +$90K 0.04% 335
2023
Q1
$899K Buy
49,610
+15,455
+45% +$268K 0.04% 346
2022
Q4
$521K Buy
34,155
+15,430
+82% +$230K 0.02% 418
2022
Q3
$240K Sell
18,725
-5,255
-22% -$84.2K 0.01% 510
2022
Q2
$392K Sell
23,980
-2,915
-11% -$51.6K 0.02% 437
2022
Q1
$552K Sell
26,895
-20,525
-43% -$446K 0.02% 410
2021
Q4
$1.2M Sell
47,420
-1,435
-3% -$34.2K 0.05% 313
2021
Q3
$1.08M Sell
48,855
-4,185
-8% -$87.6K 0.05% 321
2021
Q2
$1.03M Buy
53,040
+39,745
+299% +$805K 0.04% 327
2021
Q1
$282K Sell
13,295
-15,270
-53% -$322K 0.01% 462
2020
Q4
$578K Sell
28,565
-4,685
-14% -$81.5K 0.03% 361
2020
Q3
$510K Sell
33,250
-8,760
-21% -$136K 0.03% 355
2020
Q2
$581K Sell
42,010
-25,380
-38% -$330K 0.03% 342
2020
Q1
$798K Buy
67,390
+14,885
+28% +$195K 0.06% 256
2019
Q4
$714K Buy
+52,505
New +$655K 0.04% 306

Other funds holding SONY