Venturi Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $34.3K | Buy |
|
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|
2024
Q3 | $29.7K | Sell |
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|
2024
Q2 | $26.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.23K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $364K | Hold |
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|
2016
Q3 | $432K | Hold |
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|
2016
Q2 | $382K | Hold |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $320K | Buy |
|