Waverly Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
213,483
+12,424
| +6% | +$323K | 0.06% | 287 |
|
|
2025
Q1 | $5.1M | Buy |
201,059
+11,405
| +6% | +$290K | 0.06% | 292 |
|
|
2024
Q4 | $4.01M | Buy |
189,654
+30,419
| +19% | +$644K | 0.06% | 252 |
|
|
2024
Q3 | $3.08M | Buy |
159,235
+14,520
| +10% | +$280K | 0.06% | 262 |
|
|
2024
Q2 | $2.46M | Buy |
+144,715
| New | +$2.46M | 0.05% | 279 |
|