Powell 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 | $225K | Buy |
8,263
+58
| +0.7% | +$1.58K | 0.08% | 122 |
|
|
2025
Q1 | $257K | Buy |
8,205
+45
| +0.6% | +$1.41K | 0.13% | 97 |
|
|
2024
Q4 | $253K | Buy |
8,160
+45
| +0.6% | +$1.4K | 0.12% | 110 |
|
|
2024
Q3 | $254K | Buy |
8,115
+51
| +0.6% | +$1.6K | 0.12% | 102 |
|
|
2024
Q2 | $247K | Buy |
8,064
+44
| +0.5% | +$1.35K | 0.13% | 96 |
|
|
2024
Q1 | $265K | Buy |
8,020
+38
| +0.5% | +$1.26K | 0.14% | 88 |
|
|
2023
Q4 | $286K | Buy |
7,982
+39
| +0.5% | +$1.4K | 0.16% | 81 |
|
|
2023
Q3 | $249K | Buy |
+7,943
| New | +$249K | 0.15% | 89 |
|