EverSource Wealth Advisors’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
1,117
+155
| +16% | +$119K | 0.04% | 313 |
|
|
2025
Q1 | $529K | Buy |
962
+211
| +28% | +$116K | 0.03% | 370 |
|
|
2024
Q4 | $336K | Buy |
751
+95
| +14% | +$42.5K | 0.02% | 475 |
|
|
2024
Q3 | $242K | Sell |
656
-325
| -33% | -$120K | 0.02% | 499 |
|
|
2024
Q2 | $337K | Buy |
981
+43
| +5% | +$14.8K | 0.02% | 412 |
|
|
2024
Q1 | $263K | Buy |
938
+137
| +17% | +$38.4K | 0.02% | 414 |
|
|
2023
Q4 | $151K | Buy |
801
+28
| +4% | +$5.26K | 0.01% | 508 |
|
|
2023
Q3 | $120K | Hold |
773
| – | – | 0.01% | 509 |
|
|
2023
Q2 | $124K | Hold |
773
| – | – | 0.01% | 507 |
|
|
2023
Q1 | $103K | Buy |
773
+202
| +35% | +$27K | 0.01% | 538 |
|
|
2022
Q4 | $45.1K | Buy |
571
+471
| +471% | +$37.2K | 0.01% | 798 |
|
|
2022
Q3 | $8K | Buy |
100
+67
| +203% | +$5.36K | ﹤0.01% | 1210 |
|
|
2022
Q2 | $3K | Sell |
33
-88
| -73% | -$8K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $18K | Buy |
121
+100
| +476% | +$14.9K | ﹤0.01% | 748 |
|
|
2021
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 1276 |
|