Clearstead 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 | $3.3K | Buy |
121
+107
| +764% | +$2.92K | ﹤0.01% | 2213 |
|
|
2025
Q1 | $439 | Buy |
+14
| New | +$439 | ﹤0.01% | 2078 |
|
|
2024
Q4 | – | Sell |
-101
| Closed | -$3.16K | – | 2195 |
|
|
2024
Q3 | $3.16K | Buy |
+101
| New | +$3.16K | ﹤0.01% | 1777 |
|
|
2021
Q4 | – | Sell |
-483
| Closed | -$21K | – | 1441 |
|
|
2021
Q3 | $21K | Buy |
+483
| New | +$21K | ﹤0.01% | 810 |
|