EverSource Wealth Advisors’s Warner Music WMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
879
+181
| +26% | +$4.93K | ﹤0.01% | 2153 |
|
|
2025
Q1 | $21.9K | Buy |
698
+292
| +72% | +$9.16K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $12.6K | Sell |
406
-7
| -2% | -$217 | ﹤0.01% | 1880 |
|
|
2024
Q3 | $12.9K | Buy |
413
+15
| +4% | +$469 | ﹤0.01% | 1727 |
|
|
2024
Q2 | $11.9K | Buy |
398
+286
| +255% | +$8.58K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $3.7K | Buy |
+112
| New | +$3.7K | ﹤0.01% | 2183 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$118 | – | 2758 |
|
|
2023
Q3 | $118 | Buy |
+4
| New | +$118 | ﹤0.01% | 2454 |
|
|
2023
Q2 | – | Sell |
-16
| Closed | -$534 | – | 2629 |
|
|
2023
Q1 | $534 | Buy |
+16
| New | +$534 | ﹤0.01% | 2209 |
|