Venturi Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
+14,290
| New | +$372K | 0.02% | 377 |
|
|
2025
Q1 | – | Sell |
-1,623
| Closed | -$34.3K | – | 1629 |
|
|
2024
Q4 | $34.3K | Buy |
1,623
+83
| +5% | +$1.76K | ﹤0.01% | 1132 |
|
|
2024
Q3 | $29.7K | Sell |
1,540
-25
| -2% | -$483 | ﹤0.01% | 912 |
|
|
2024
Q2 | $26.6K | Buy |
+1,565
| New | +$26.6K | ﹤0.01% | 856 |
|
|
2023
Q4 | – | Sell |
-135
| Closed | -$2.23K | – | 1426 |
|
|
2023
Q3 | $2.23K | Buy |
+135
| New | +$2.23K | ﹤0.01% | 1148 |
|
|
2017
Q3 | – | Sell |
-30,000
| Closed | -$229K | – | 196 |
|
|
2017
Q2 | $229K | Buy |
+30,000
| New | +$229K | 0.05% | 172 |
|
|
2017
Q1 | – | Sell |
-65,000
| Closed | -$364K | – | 187 |
|
|
2016
Q4 | $364K | Hold |
65,000
| – | – | 0.1% | 131 |
|
|
2016
Q3 | $432K | Hold |
65,000
| – | – | 0.14% | 103 |
|
|
2016
Q2 | $382K | Hold |
65,000
| – | – | 0.13% | 109 |
|
|
2016
Q1 | $334K | Hold |
65,000
| – | – | 0.12% | 111 |
|
|
2015
Q4 | $320K | Buy |
+65,000
| New | +$320K | 0.15% | 107 |
|