BTWM
Baker Tilly Wealth Management’s Live Nation Entertainment LYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
3,418
+8
| +0.2% | +$1.21K | 0.18% | 116 |
|
|
2025
Q1 | $445K | Buy |
3,410
+60
| +2% | +$7.84K | 0.17% | 128 |
|
|
2024
Q4 | $434K | Buy |
3,350
+225
| +7% | +$29.1K | 0.17% | 136 |
|
|
2024
Q3 | $342K | Buy |
3,125
+598
| +24% | +$65.5K | 0.15% | 162 |
|
|
2024
Q2 | $237K | Buy |
2,527
+130
| +5% | +$12.2K | 0.1% | 234 |
|
|
2024
Q1 | $254K | Buy |
2,397
+110
| +5% | +$11.6K | 0.05% | 375 |
|
|
2023
Q4 | $214K | Sell |
2,287
-1,221
| -35% | -$114K | 0.04% | 441 |
|
|
2023
Q3 | $291K | Sell |
3,508
-6,205
| -64% | -$515K | 0.05% | 376 |
|
|
2023
Q2 | $885K | Buy |
9,713
+556
| +6% | +$50.7K | 0.09% | 222 |
|
|
2023
Q1 | $641K | Sell |
9,157
-653
| -7% | -$45.7K | 0.07% | 278 |
|
|
2022
Q4 | $684K | Buy |
9,810
+3,746
| +62% | +$261K | 0.08% | 256 |
|
|
2022
Q3 | $461K | Sell |
6,064
-754
| -11% | -$57.3K | 0.06% | 309 |
|
|
2022
Q2 | $563K | Buy |
6,818
+428
| +7% | +$35.3K | 0.07% | 269 |
|
|
2022
Q1 | $752K | Buy |
6,390
+1,417
| +28% | +$167K | 0.08% | 243 |
|
|
2021
Q4 | $595K | Buy |
4,973
+1,034
| +26% | +$124K | 0.06% | 321 |
|
|
2021
Q3 | $359K | Buy |
3,939
+908
| +30% | +$82.8K | 0.05% | 386 |
|
|
2021
Q2 | $265K | Buy |
3,031
+321
| +12% | +$28.1K | 0.04% | 421 |
|
|
2021
Q1 | $229K | Buy |
+2,710
| New | +$229K | 0.05% | 423 |
|