Allworth Financial’s Warner Music WMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53K | Buy |
93
+26
| +39% | +$707 | ﹤0.01% | 3591 |
|
|
2025
Q1 | $1.96K | Buy |
67
+6
| +10% | +$176 | ﹤0.01% | 3219 |
|
|
2024
Q4 | $1.84K | Buy |
61
+51
| +510% | +$1.54K | ﹤0.01% | 3177 |
|
|
2024
Q3 | $329 | Buy |
+10
| New | +$329 | ﹤0.01% | 3510 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$100 | – | 3795 |
|
|
2024
Q1 | $100 | Buy |
+3
| New | +$100 | ﹤0.01% | 3510 |
|