Williams Jones Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Hold |
31,205
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $792K | Hold |
31,205
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $660K | Sell |
31,205
-150
| -0.5% | -$3.17K | 0.01% | 302 |
|
|
2024
Q3 | $606K | Hold |
31,355
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $533K | Hold |
31,355
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $538K | Hold |
31,355
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $594K | Hold |
31,355
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $517K | Sell |
31,355
-10
| -0% | -$165 | 0.01% | 335 |
|
|
2023
Q2 | $565K | Hold |
31,365
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $569K | Sell |
31,365
-85
| -0.3% | -$1.54K | 0.01% | 344 |
|
|
2022
Q4 | $480K | Buy |
31,450
+80
| +0.3% | +$1.22K | 0.01% | 363 |
|
|
2022
Q3 | $402K | Sell |
31,370
-150
| -0.5% | -$1.92K | 0.01% | 394 |
|
|
2022
Q2 | $515K | Buy |
+31,520
| New | +$515K | 0.01% | 357 |
|