Plante Moran Financial Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-75
| Closed | -$41.3K | – | 858 |
|
2025
Q1 | $41.3K | Buy |
+75
| New | +$41.3K | ﹤0.01% | 370 |
|
2022
Q2 | – | Sell |
-102
| Closed | -$15K | – | 1063 |
|
2022
Q1 | $15K | Sell |
102
-155
| -60% | -$22.8K | ﹤0.01% | 549 |
|
2021
Q4 | $60K | Buy |
257
+55
| +27% | +$12.8K | 0.01% | 325 |
|
2021
Q3 | $46K | Hold |
202
| – | – | 0.01% | 399 |
|
2021
Q2 | $56K | Hold |
202
| – | – | 0.01% | 345 |
|
2021
Q1 | $54K | Buy |
202
+200
| +10,000% | +$53.5K | 0.01% | 347 |
|
2020
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 853 |
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 930 |
|
2020
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 719 |
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 841 |
|