EP Wealth Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
842
+157
| +23% | +$120K | ﹤0.01% | 685 |
|
|
2025
Q1 | $377K | Sell |
685
-101
| -13% | -$55.5K | ﹤0.01% | 812 |
|
|
2024
Q4 | $352K | Sell |
786
-72
| -8% | -$32.2K | ﹤0.01% | 810 |
|
|
2024
Q3 | $316K | Buy |
858
+173
| +25% | +$63.8K | ﹤0.01% | 835 |
|
|
2024
Q2 | $215K | Buy |
+685
| New | +$215K | ﹤0.01% | 745 |
|