Whittier Trust’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 | – | Sell |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $629K | Hold |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $1.06M | Buy |
|
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|
2023
Q3 | $864K | Buy |
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|
2023
Q2 | $904K | Buy |
|
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|
2023
Q1 | $829K | Buy |
|
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $28K | Sell |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $24K | Hold |
|
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $19K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $26K | Sell |
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|
2018
Q3 | $42K | Buy |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $26K | Buy |
|
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|
2017
Q3 | $18K | Hold |
|
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|
2017
Q2 | $18K | Sell |
|
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|
2017
Q1 | $18K | Buy |
|
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Sell |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
|