Everhart Financial Group’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
3,852
+480
+14% +$368K 0.34% 43
2025
Q1
$1.85M Buy
3,372
+117
+4% +$64.4K 0.25% 51
2024
Q4
$1.46M Buy
3,255
+90
+3% +$40.3K 0.3% 58
2024
Q3
$1.17M Buy
3,165
+333
+12% +$123K 0.26% 78
2024
Q2
$889K Buy
2,832
+167
+6% +$52.4K 0.23% 91
2024
Q1
$703K Buy
2,665
+300
+13% +$79.2K 0.2% 108
2023
Q4
$444K Buy
2,365
+214
+10% +$40.2K 0.16% 130
2023
Q3
$333K Buy
2,151
+105
+5% +$16.2K 0.14% 142
2023
Q2
$328K Buy
2,046
+250
+14% +$40.1K 0.14% 148
2023
Q1
$240K Buy
+1,796
New +$240K 0.11% 166