Number of Shares
848,626.00
Current Holdings Value*
$21.55 Mil
% of Portfolio
2.74%
Total Estimate Gain
$20.00 Mil
% of Total Estimate Gain
158.74%

CABOT WEALTH MANAGEMENT INC's Sony Group Corp Holding Summary

As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 848,626.00 shares of Sony Group Corp(SONY), totaling $21.55 Mil. This investment constitutes 2.74% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0.01% of the outstanding Sony Group Corp(SONY) stock.

The initial trade took place in 2015Q1. And since then CABOT WEALTH MANAGEMENT INC has made 21 purchases of SONY, at an average price of $7.01, for a total of 1.80 Mil shares. In addition, there have been 10 sales at an average price of $12.97 for 948,712.00 shares. Based on historical transaction data and SONY's current price of $23.92, CABOT WEALTH MANAGEMENT INC's estimated gain on his SONY holdings is $20.00 Mil, reflecting a 158.74% gain to date.

CABOT WEALTH MANAGEMENT INC SONY ($23.92) Holding Chart

CABOT WEALTH MANAGEMENT INC SONY ($23.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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