Keystone Financial Services (Colorado)’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
$262K Buy
9,619
+342
+4% +$9.32K 0.09% 89
2025
Q1
$291K Sell
9,277
-1,059
-10% -$33.2K 0.11% 79
2024
Q4
$320K Buy
10,336
+432
+4% +$13.4K 0.12% 72
2024
Q3
$310K Buy
+9,904
New +$310K 0.12% 69