TPWM
Twelve Points Wealth Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
23,327
-18
| -0.1% | -$469 | 0.16% | 126 |
|
|
2025
Q1 | $593K | Sell |
23,345
-400
| -2% | -$10.2K | 0.16% | 119 |
|
|
2024
Q4 | $502K | Buy |
23,745
+18,833
| +383% | +$399K | 0.14% | 123 |
|
|
2024
Q3 | $474K | Buy |
4,912
+42
| +0.9% | +$4.06K | 0.15% | 123 |
|
|
2024
Q2 | $414K | Hold |
4,870
| – | – | 0.15% | 130 |
|
|
2024
Q1 | $418K | Sell |
4,870
-92
| -2% | -$7.89K | 0.15% | 124 |
|
|
2023
Q4 | $470K | Sell |
4,962
-75
| -1% | -$7.1K | 0.22% | 115 |
|
|
2023
Q3 | $415K | Sell |
5,037
-11
| -0.2% | -$907 | 0.21% | 123 |
|
|
2023
Q2 | $455K | Sell |
5,048
-28
| -0.6% | -$2.52K | 0.24% | 123 |
|
|
2023
Q1 | $460K | Sell |
5,076
-15
| -0.3% | -$1.36K | 0.26% | 112 |
|
|
2022
Q4 | $388K | Hold |
5,091
| – | – | 0.26% | 114 |
|
|
2022
Q3 | $326K | Sell |
5,091
-58
| -1% | -$3.71K | 0.25% | 127 |
|
|
2022
Q2 | $421K | Sell |
5,149
-6
| -0.1% | -$491 | 0.32% | 109 |
|
|
2022
Q1 | $529K | Sell |
5,155
-659
| -11% | -$67.6K | 0.4% | 93 |
|
|
2021
Q4 | $735K | Buy |
+5,814
| New | +$735K | 0.6% | 54 |
|