Wealth Enhancement Advisory Services’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
110,864
+11,095
+11% +$284K ﹤0.01% 1182
2025
Q1
$2.53M Sell
99,769
-1,542
-2% -$39.2K ﹤0.01% 1128
2024
Q4
$2.14M Buy
101,311
+5,241
+5% +$111K ﹤0.01% 1144
2024
Q3
$1.86M Buy
96,070
+38,905
+68% +$751K ﹤0.01% 1087
2024
Q2
$971K Buy
57,165
+6,025
+12% +$102K ﹤0.01% 1297
2024
Q1
$877K Sell
51,140
-435
-0.8% -$7.46K ﹤0.01% 1297
2023
Q4
$977K Buy
51,575
+8,930
+21% +$169K ﹤0.01% 1187
2023
Q3
$703K Buy
+42,645
New +$703K ﹤0.01% 1248