IFP Advisors’s Warner Music WMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Buy |
650
+154
| +31% | +$10.6K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $16.1K | Sell |
496
-270
| -35% | -$8.78K | ﹤0.01% | 2382 |
|
|
2024
Q4 | $24.3K | Sell |
766
-34
| -4% | -$1.08K | ﹤0.01% | 2159 |
|
|
2024
Q3 | $25.1K | Buy |
800
+196
| +32% | +$6.14K | ﹤0.01% | 2058 |
|
|
2024
Q2 | $18.5K | Sell |
604
-7
| -1% | -$215 | ﹤0.01% | 2123 |
|
|
2024
Q1 | $20.2K | Sell |
611
-47
| -7% | -$1.55K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $23.6K | Buy |
658
+71
| +12% | +$2.54K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $18.5K | Buy |
587
+504
| +607% | +$15.8K | ﹤0.01% | 1982 |
|
|
2023
Q2 | $2.17K | Sell |
83
-9
| -10% | -$236 | ﹤0.01% | 2851 |
|
|
2023
Q1 | $2.78K | Buy |
92
+63
| +217% | +$1.9K | ﹤0.01% | 2791 |
|
|
2022
Q4 | $1K | Sell |
29
-42
| -59% | -$1.45K | ﹤0.01% | 4516 |
|
|
2022
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 4165 |
|
|
2022
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 3926 |
|
|
2022
Q1 | $4K | Buy |
71
+1
| +1% | +$56 | ﹤0.01% | 3926 |
|
|
2021
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 2657 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4649 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4446 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4312 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4122 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3966 |
|