WCM Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.8M | Buy |
1,949,592
+1,504,035
| +338% | +$33.7M | 0.09% | 65 |
|
|
2025
Q4 | $11.5M | Buy |
445,557
+284,629
| +177% | +$7.99M | 0.02% | 143 |
|
|
2025
Q3 | $4.68M | Buy |
160,928
+21,740
| +16% | +$585K | 0.01% | 169 |
|
|
2025
Q2 | $3.66M | Buy |
139,188
+1,513
| +1% | +$37.9K | 0.01% | 167 |
|
|
2025
Q1 | $3.45M | Buy |
137,675
+35,406
| +35% | +$818K | 0.01% | 198 |
|
|
2024
Q4 | $2.17M | Buy |
102,269
+49,199
| +93% | +$958K | 0.01% | 230 |
|
|
2024
Q3 | $1.02M | Sell |
53,070
-425
| -0.8% | -$7.75K | ﹤0.01% | 254 |
|
|
2024
Q2 | $902K | Sell |
53,495
-29,575
| -36% | -$489K | ﹤0.01% | 215 |
|
|
2024
Q1 | $1.42M | Sell |
83,070
-5,300
| -6% | -$97.4K | ﹤0.01% | 193 |
|
|
2023
Q4 | $1.67M | Sell |
88,370
-935
| -1% | -$16.2K | ﹤0.01% | 188 |
|
|
2023
Q3 | $1.47M | Sell |
89,305
-24,675
| -22% | -$431K | ﹤0.01% | 187 |
|
|
2023
Q2 | $2.06M | Buy |
113,980
+360
| +0.3% | +$6.75K | 0.01% | 186 |
|
|
2023
Q1 | $2.06M | Sell |
113,620
-9,740
| -8% | -$169K | 0.01% | 183 |
|
|
2022
Q4 | $1.88M | Sell |
123,360
-7,625
| -6% | -$114K | 0.01% | 187 |
|
|
2022
Q3 | $1.71M | Hold |
130,985
| – | – | 0.01% | 163 |
|
|
2022
Q2 | $2.19M | Buy |
130,985
+31,195
| +31% | +$553K | 0.01% | 167 |
|
|
2022
Q1 | $2.05M | Buy |
99,790
+16,525
| +20% | +$359K | 0.01% | 165 |
|
|
2021
Q4 | $2.1M | Buy |
83,265
+8,250
| +11% | +$196K | ﹤0.01% | 167 |
|
|
2021
Q3 | $1.66M | Buy |
75,015
+2,150
| +3% | +$45K | ﹤0.01% | 168 |
|
|
2021
Q2 | $1.42M | Buy |
72,865
+21,400
| +42% | +$434K | ﹤0.01% | 162 |
|
|
2021
Q1 | $1.09M | Buy |
51,465
+27,510
| +115% | +$581K | ﹤0.01% | 152 |
|
|
2020
Q4 | $484K | Buy |
23,955
+90
| +0.4% | +$1.56K | ﹤0.01% | 178 |
|
|
2020
Q3 | $366K | Buy |
23,865
+125
| +0.5% | +$1.94K | ﹤0.01% | 169 |
|
|
2020
Q2 | $328K | Buy |
23,740
+1,100
| +5% | +$14.3K | ﹤0.01% | 171 |
|
|
2020
Q1 | $268K | Buy |
22,640
+2,750
| +14% | +$36K | ﹤0.01% | 175 |
|
|
2019
Q4 | $271K | Hold |
19,890
| – | – | ﹤0.01% | 156 |
|
|
2019
Q3 | $235K | Hold |
19,890
| – | – | ﹤0.01% | 150 |
|
|
2019
Q2 | $208K | Buy |
+19,890
| New | +$195K | ﹤0.01% | 149 |
|
|
2019
Q1 | – | Sell |
-20,990
| Closed | -$203K | – | 147 |
|
|
2018
Q4 | $203K | Buy |
20,990
+110
| +0.5% | +$1.16K | ﹤0.01% | 78 |
|
|
2018
Q3 | $253K | Buy |
20,880
+1,015
| +5% | +$11.2K | ﹤0.01% | 77 |
|
|
2018
Q2 | $204K | Buy |
+19,865
| New | +$193K | ﹤0.01% | 82 |
|
Other funds holding SONY
MIP
