MGWM
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Marks Group Wealth Management’s Spotify SPOT Stock Holding History

Marks Group Wealth Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$883K Buy
1,151
+4
+0.3% +$3.07K 0.08% 187
2025
Q1 		$631K Sell
1,147
-49
-4% -$27K 0.06% 216
2024
Q4 		$535K Buy
+1,196
New +$535K 0.05% 215