Williams Jones Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Hold |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $606K | Hold |
|
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $538K | Hold |
|
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|
2023
Q4 | $594K | Hold |
|
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $565K | Hold |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $515K | Buy |
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