Bell Investment Advisors’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 | $5.69K | Sell |
209
-28
| -12% | -$763 | ﹤0.01% | 926 |
|
|
2025
Q1 | $7.43K | Buy |
237
+28
| +13% | +$878 | ﹤0.01% | 721 |
|
|
2024
Q4 | $6.48K | Sell |
209
-14
| -6% | -$434 | ﹤0.01% | 795 |
|
|
2024
Q3 | $6.98K | Hold |
223
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $6.84K | Buy |
223
+14
| +7% | +$429 | ﹤0.01% | 771 |
|
|
2024
Q1 | $6.9K | Hold |
209
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $7.48K | Buy |
209
+106
| +103% | +$3.79K | ﹤0.01% | 672 |
|
|
2023
Q3 | $3.24K | Sell |
103
-19
| -16% | -$597 | ﹤0.01% | 1044 |
|
|
2023
Q2 | $3.18K | Buy |
122
+4
| +3% | +$104 | ﹤0.01% | 1058 |
|
|
2023
Q1 | $3.94K | Sell |
118
-34
| -22% | -$1.14K | ﹤0.01% | 893 |
|
|
2022
Q4 | $5.32K | Buy |
152
+35
| +30% | +$1.23K | ﹤0.01% | 774 |
|
|
2022
Q3 | $3K | Sell |
117
-36
| -24% | -$923 | ﹤0.01% | 998 |
|
|
2022
Q2 | $4K | Buy |
+153
| New | +$4K | ﹤0.01% | 866 |
|
|
2021
Q4 | $7K | Buy |
163
+91
| +126% | +$3.91K | ﹤0.01% | 640 |
|
|
2021
Q3 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 987 |
|