Carson Wealth (CWM LLC)’s Warner Music WMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
1,884
+1,584
| +528% | +$42.9K | ﹤0.01% | 3264 |
|
|
2025
Q1 | $9K | Buy |
300
+192
| +178% | +$5.76K | ﹤0.01% | 4180 |
|
|
2024
Q4 | $3K | Buy |
108
+74
| +218% | +$2.06K | ﹤0.01% | 4467 |
|
|
2024
Q3 | $1K | Sell |
34
-11
| -24% | -$324 | ﹤0.01% | 4742 |
|
|
2024
Q2 | $1K | Buy |
45
+43
| +2,150% | +$956 | ﹤0.01% | 4515 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4791 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4547 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4550 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4468 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4353 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4263 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$1K | – | 4095 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3419 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 3381 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2835 |
|