True Wealth Design’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Buy |
440
+5
| +1% | +$130 | ﹤0.01% | 528 |
|
|
2025
Q1 | $11K | Sell |
435
-11
| -2% | -$279 | ﹤0.01% | 446 |
|
|
2024
Q4 | $9.44K | Buy |
446
+51
| +13% | +$1.08K | ﹤0.01% | 431 |
|
|
2024
Q3 | $7.63K | Sell |
395
-5
| -1% | -$97 | ﹤0.01% | 472 |
|
|
2024
Q2 | $6.8K | Buy |
400
+85
| +27% | +$1.44K | ﹤0.01% | 259 |
|
|
2024
Q1 | $5.4K | Buy |
315
+145
| +85% | +$2.49K | ﹤0.01% | 275 |
|
|
2023
Q4 | $3.22K | Buy |
170
+10
| +6% | +$189 | ﹤0.01% | 281 |
|
|
2023
Q3 | $2.64K | Hold |
160
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $2.88K | Hold |
160
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $2.9K | Hold |
160
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $2.44K | Buy |
+160
| New | +$2.44K | ﹤0.01% | 288 |
|