AE Wealth Management’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $461K | Buy |
600
+63
| +12% | +$48.4K | ﹤0.01% | 950 |
|
2025
Q1 | $295K | Sell |
537
-198
| -27% | -$109K | ﹤0.01% | 1094 |
|
2024
Q4 | $329K | Sell |
735
-122
| -14% | -$54.6K | ﹤0.01% | 1057 |
|
2024
Q3 | $316K | Sell |
857
-383
| -31% | -$141K | ﹤0.01% | 1006 |
|
2024
Q2 | $389K | Buy |
1,240
+453
| +58% | +$142K | ﹤0.01% | 950 |
|
2024
Q1 | $208K | Sell |
787
-1,474
| -65% | -$389K | ﹤0.01% | 1083 |
|
2023
Q4 | $484K | Buy |
+2,261
| New | +$484K | ﹤0.01% | 1451 |
|
2020
Q4 | – | Sell |
-5,209
| Closed | -$1.26M | – | 1402 |
|
2020
Q3 | $1.26M | Buy |
5,209
+4,103
| +371% | +$996K | 0.02% | 562 |
|
2020
Q2 | $286K | Buy |
+1,106
| New | +$286K | ﹤0.01% | 1036 |
|