Pinnacle Wealth Planning Services’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $826K | Buy |
1,076
+80
| +8% | +$61.4K | 0.11% | 112 |
|
2025
Q1 | $548K | Buy |
996
+39
| +4% | +$21.5K | 0.08% | 149 |
|
2024
Q4 | $428K | Buy |
957
+128
| +15% | +$57.3K | 0.06% | 181 |
|
2024
Q3 | $306K | Buy |
829
+52
| +7% | +$19.2K | 0.04% | 300 |
|
2024
Q2 | $244K | Buy |
+777
| New | +$244K | 0.03% | 353 |
|
2021
Q1 | – | Sell |
-34
| Closed | -$10K | – | 1703 |
|
2020
Q4 | $10K | Buy |
+34
| New | +$10K | ﹤0.01% | 1398 |
|