JFS Wealth 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 | $981 | Sell |
36
-33
| -48% | -$899 | ﹤0.01% | 1574 |
|
|
2025
Q1 | $2.16K | Buy |
69
+11
| +19% | +$345 | ﹤0.01% | 1442 |
|
|
2024
Q4 | $1.8K | Buy |
58
+23
| +66% | +$713 | ﹤0.01% | 1517 |
|
|
2024
Q3 | $1.1K | Sell |
35
-6
| -15% | -$188 | ﹤0.01% | 1675 |
|
|
2024
Q2 | $1.26K | Buy |
41
+12
| +41% | +$368 | ﹤0.01% | 1609 |
|
|
2024
Q1 | $958 | Hold |
29
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q4 | $1.04K | Buy |
29
+8
| +38% | +$286 | ﹤0.01% | 1654 |
|
|
2023
Q3 | $660 | Hold |
21
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q2 | $548 | Buy |
21
+1
| +5% | +$26 | ﹤0.01% | 1743 |
|
|
2023
Q1 | $668 | Hold |
20
| – | – | ﹤0.01% | 1674 |
|
|
2022
Q4 | $700 | Buy |
20
+3
| +18% | +$105 | ﹤0.01% | 1678 |
|
|
2022
Q3 | $0 | Buy |
17
+10
| +143% | – | ﹤0.01% | 1947 |
|
|
2022
Q2 | $0 | Sell |
7
-2
| -22% | – | ﹤0.01% | 1953 |
|
|
2022
Q1 | $0 | Buy |
9
+7
| +350% | – | ﹤0.01% | 1987 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1901 |
|