EWM
Evercore Wealth Management’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
486
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $267K | Sell |
486
-339
| -41% | -$186K | ﹤0.01% | 352 |
|
|
2024
Q4 | $369K | Hold |
825
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $304K | Hold |
825
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $259K | Hold |
825
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $218K | Buy |
+825
| New | +$218K | ﹤0.01% | 391 |
|