AO
Advisor OS’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
2,141
+394
| +23% | +$302K | 0.16% | 93 |
|
|
2025
Q1 | $961K | Buy |
1,747
+1,290
| +282% | +$710K | 0.11% | 131 |
|
|
2024
Q4 | $204K | Sell |
457
-458
| -50% | -$205K | 0.02% | 396 |
|
|
2024
Q3 | $337K | Sell |
915
-62
| -6% | -$22.8K | 0.03% | 303 |
|
|
2024
Q2 | $307K | Buy |
+977
| New | +$307K | 0.03% | 300 |
|