Napa Wealth Management’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
736
+249
+51% +$191K 0.27% 84
2025
Q1
$268K Buy
+487
New +$268K 0.15% 145
2024
Q4
Sell
-3,398
Closed -$1.25M 210
2024
Q3
$1.25M Buy
+3,398
New +$1.25M 0.59% 38