Jones Financial Companies
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Jones Financial Companies’s Warner Music WMG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77K Sell
65
-135
-68% -$3.67K ﹤0.01% 3497
2025
Q1
$6.31K Sell
200
-16
-7% -$505 ﹤0.01% 2875
2024
Q4
$6.7K Buy
216
+16
+8% +$496 ﹤0.01% 2670
2024
Q3
$6.24K Buy
+200
New +$6.24K ﹤0.01% 2384
2024
Q2
Sell
-27
Closed -$892 2450
2024
Q1
$892 Buy
+27
New +$892 ﹤0.01% 1312