WGAM
Wilkinson Global Asset Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
15,330
+1,680
| +12% | +$43.7K | 0.03% | 52 |
|
|
2025
Q1 | $347K | Hold |
13,650
| – | – | 0.02% | 61 |
|
|
2024
Q4 | $289K | Buy |
13,650
+10,920
| +400% | +$231K | 0.02% | 72 |
|
|
2024
Q3 | $264K | Hold |
2,730
| – | – | 0.02% | 74 |
|
|
2024
Q2 | $232K | Hold |
2,730
| – | – | 0.01% | 76 |
|
|
2024
Q1 | $234K | Buy |
+2,730
| New | +$234K | 0.01% | 81 |
|
|
2023
Q4 | – | Sell |
-2,760
| Closed | -$227K | – | 94 |
|
|
2023
Q3 | $227K | Hold |
2,760
| – | – | 0.02% | 86 |
|
|
2023
Q2 | $249K | Hold |
2,760
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $250K | Hold |
2,760
| – | – | 0.02% | 84 |
|
|
2022
Q4 | $211K | Buy |
+2,760
| New | +$211K | 0.02% | 92 |
|
|
2022
Q3 | – | Sell |
-2,760
| Closed | -$226K | – | 95 |
|
|
2022
Q2 | $226K | Sell |
2,760
-3,400
| -55% | -$278K | 0.02% | 82 |
|
|
2022
Q1 | $633K | Hold |
6,160
| – | – | 0.04% | 56 |
|
|
2021
Q4 | $779K | Hold |
6,160
| – | – | 0.04% | 58 |
|
|
2021
Q3 | $681K | Buy |
6,160
+380
| +7% | +$42K | 0.04% | 60 |
|
|
2021
Q2 | $562K | Buy |
5,780
+175
| +3% | +$17K | 0.03% | 64 |
|
|
2021
Q1 | $594K | Buy |
+5,605
| New | +$594K | 0.04% | 62 |
|