Welch Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
25,156
+156
| +0.6% | +$4.06K | 0.03% | 129 |
|
|
2025
Q1 | $627K | Sell |
25,000
-265
| -1% | -$6.65K | 0.03% | 126 |
|
|
2024
Q4 | $536K | Buy |
25,265
+265
| +1% | +$5.62K | 0.02% | 149 |
|
|
2024
Q3 | $483K | Hold |
25,000
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $425K | Buy |
+25,000
| New | +$425K | 0.02% | 157 |
|
|
2024
Q1 | – | Sell |
-30,000
| Closed | -$568K | – | 243 |
|
|
2023
Q4 | $568K | Buy |
30,000
+5,000
| +20% | +$94.7K | 0.03% | 115 |
|
|
2023
Q3 | $412K | Hold |
25,000
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $450K | Hold |
25,000
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $453K | Sell |
25,000
-375
| -1% | -$6.8K | 0.03% | 115 |
|
|
2022
Q4 | $387K | Buy |
25,375
+275
| +1% | +$4.2K | 0.02% | 134 |
|
|
2022
Q3 | $322K | Buy |
25,100
+100
| +0.4% | +$1.28K | 0.02% | 125 |
|
|
2022
Q2 | $409K | Hold |
25,000
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $514K | Hold |
25,000
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $632K | Hold |
25,000
| – | – | 0.04% | 108 |
|
|
2021
Q3 | $553K | Hold |
25,000
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $486K | Hold |
25,000
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $530K | Buy |
25,000
+15,000
| +150% | +$318K | 0.04% | 104 |
|
|
2020
Q4 | $202K | Buy |
+10,000
| New | +$202K | 0.02% | 143 |
|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$118K | – | 150 |
|
|
2020
Q1 | $118K | Hold |
10,000
| – | – | 0.01% | 144 |
|
|
2019
Q4 | $136K | Buy |
+10,000
| New | +$136K | 0.01% | 136 |
|