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