OneDigital Investment Advisors’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
$221K Buy
8,100
+37
+0.5% +$1.01K ﹤0.01% 1344
2025
Q1
$253K Sell
8,063
-9,667
-55% -$303K ﹤0.01% 1204
2024
Q4
$550K Buy
17,730
+9,844
+125% +$305K 0.01% 853
2024
Q3
$247K Buy
+7,886
New +$247K ﹤0.01% 1259