Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$683K Buy
+33,002
New +$739K 0.08% 344
2025
Q1
Hold
0
2170
2024
Q4
Hold
0
3206
2024
Q3
Sell
-95,050
Closed -$1.61M 3718
2024
Q2
$1.61M Buy
+95,050
New +$1.57M 0.08% 819
2024
Q1
Sell
-46,770
Closed -$886K 3781
2023
Q4
$886K Buy
+46,770
New +$811K 0.04% 1123
2023
Q3
Hold
0
3635
2023
Q2
Hold
0
3483
2023
Q1
Sell
-69,770
Closed -$1.06M 3380
2022
Q4
$1.06M Buy
69,770
+29,575
+74% +$442K 0.15% 659
2022
Q3
$515K Buy
40,195
+19,100
+91% +$306K 0.07% 1082
2022
Q2
$345K Buy
+21,095
New +$374K 0.06% 1181
2021
Q4
Sell
-12,270
Closed -$271K 2084
2021
Q3
$271K Buy
+12,270
New +$257K 0.06% 1057
2021
Q1
Hold
0
1846
2020
Q4
Hold
0
2179
2020
Q3
Hold
0
1838
2020
Q2
Hold
0
1914
2020
Q1
Sell
-136,475
Closed -$1.79M 2522
2019
Q4
$1.86M Buy
136,475
+41,640
+44% +$519K 0.14% 760
2019
Q3
$1.12M Buy
94,835
+46,915
+98% +$530K 0.13% 824
2019
Q2
$502K Buy
+47,920
New +$470K 0.08% 1116
2019
Q1
Hold
0
2532
2018
Q4
Sell
-215,405
Closed -$2.61M 2916
2018
Q3
$2.61M Buy
215,405
+49,430
+30% +$544K 0.37% 584
2018
Q2
$1.7M Buy
+165,975
New +$1.61M 0.15% 1032
2018
Q1
Hold
0
3081

Other funds holding SONY