Axxcess Wealth Management’s Spotify SPOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
2,804
-605
-18% -$464K 0.05% 278
2025
Q1
$1.88M Buy
3,409
+595
+21% +$327K 0.05% 275
2024
Q4
$1.26M Sell
2,814
-125
-4% -$55.9K 0.03% 360
2024
Q3
$1.08M Buy
2,939
+2,055
+232% +$757K 0.03% 377
2024
Q2
$277K Sell
884
-17
-2% -$5.33K 0.01% 676
2024
Q1
$238K Buy
+901
New +$238K 0.01% 749
2022
Q2
Sell
-4,816
Closed -$727K 651
2022
Q1
$727K Sell
4,816
-256
-5% -$38.6K 0.06% 277
2021
Q4
$1.19M Buy
+5,072
New +$1.19M 0.09% 184