Morningstar Investment Services’s Warner Music WMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$773K Sell
24,671
-21,716
-47% -$680K 0.14% 103
2024
Q4
$1.44M Sell
46,387
-560,276
-92% -$17.4M 0.13% 106
2024
Q3
$18.9M Buy
+606,663
New +$18.9M 0.19% 106