Carson Wealth (CWM LLC)’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.5M Sell
2025
Q2
$18.1M Sell
2025
Q1
$19M Sell
2024
Q4
$15.7M Sell
2024
Q3
$14.3M Sell
2024
Q2
$13.5M Buy
2024
Q1
$11.2M Buy
2023
Q4
$1.68M Sell
2023
Q3
$1.6M Buy
2023
Q2
$1.65M Buy
2023
Q1
$1.17M Buy
2022
Q4
$526K Sell
2022
Q3
$801K Sell
2022
Q2
$942K Sell
2022
Q1
$1.67M Sell
2021
Q4
$3.04M Buy
2021
Q2
$3.19M Hold
2021
Q1
$3.19M Hold
2020
Q4
$3.19M Hold
2020
Q3
$3.19M Hold
2020
Q2
$3.19M Hold
2020
Q1
$3.19M Hold
2019
Q4
$3.19M Hold
2019
Q3
$3.19M Hold
2019
Q2
$3.19M Hold
2019
Q1
$3.19M Buy