DPW
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DiNuzzo Private Wealth’s Warner Music WMG Stock Holding History

DiNuzzo Private Wealth’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$542 Buy
20
+2
+11% +$59 ﹤0.01% 1079
2026
Q1 		$460 Sell
18
-1
-5% -$28 ﹤0.01% 1103
2025
Q4 		$583 Hold
19
– – ﹤0.01% 1036
2025
Q3 		$634 Hold
19
– – ﹤0.01% 1029
2025
Q2 		$518 Sell
19
-1
-5% -$28 ﹤0.01% 1058
2025
Q1 		$627 Buy
20
+4
+25% +$130 ﹤0.01% 978
2024
Q4 		$496 Buy
16
+5
+45% +$160 ﹤0.01% 1086
2024
Q3 		$345 Sell
11
-9
-45% -$267 ﹤0.01% 1204
2024
Q2 		$613 Buy
20
+12
+150% +$385 ﹤0.01% 972
2024
Q1 		$265 Hold
8
– – ﹤0.01% 1157
2023
Q4 		$287 Buy
+8
New +$264 ﹤0.01% 1138

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YIH
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Handelsbanken Fonder
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AWM
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CTA
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AP
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CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return