Castleview Partners’s Warner Music WMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,777
| Closed | -$212K | – | 578 |
|
|
2024
Q4 | $212K | Sell |
6,777
-867
| -11% | -$27.1K | 0.11% | 182 |
|
|
2024
Q3 | $239K | Buy |
+7,644
| New | +$239K | 0.14% | 157 |
|
|
2024
Q2 | – | Sell |
-1,701
| Closed | -$56.2K | – | 1006 |
|
|
2024
Q1 | $56.2K | Buy |
+1,701
| New | +$56.2K | 0.03% | 338 |
|