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