CAPTRUST Financial Advisors’s Warner Music WMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $986K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $923K | Buy |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $147K | Sell |
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|
2021
Q2 | $181K | Sell |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Buy |
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