Joel Isaacson & Co’s Warner Music WMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.86M | Sell |
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|
2025
Q2 | $7.32M | Sell |
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|
2025
Q1 | $8.62M | Sell |
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|
2024
Q4 | $8.88M | Sell |
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|
2024
Q3 | $9.08M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $8.97M | Hold |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $12.9M | Sell |
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|
2022
Q3 | $10.9M | Hold |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $16.4M | Sell |
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|
2021
Q4 | $21.9M | Sell |
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|
2021
Q3 | $23.8M | Hold |
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|
2021
Q2 | $20.1M | Hold |
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|
2021
Q1 | $19.1M | Hold |
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|
2020
Q4 | $21.2M | Buy |
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