Stifel Financial’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 | $990K | Buy |
36,341
+347
| +1% | +$9.45K | ﹤0.01% | 2339 |
|
2025
Q1 | $1.13M | Sell |
35,994
-151
| -0.4% | -$4.73K | ﹤0.01% | 2144 |
|
2024
Q4 | $1.12M | Sell |
36,145
-413
| -1% | -$12.8K | ﹤0.01% | 2182 |
|
2024
Q3 | $1.14M | Sell |
36,558
-1,291
| -3% | -$40.4K | ﹤0.01% | 2145 |
|
2024
Q2 | $1.16M | Buy |
+37,849
| New | +$1.16M | ﹤0.01% | 2072 |
|
2020
Q4 | – | Sell |
-8,250
| Closed | -$237K | – | 3125 |
|
2020
Q3 | $237K | Sell |
8,250
-5,750
| -41% | -$165K | ﹤0.01% | 2531 |
|
2020
Q2 | $413K | Buy |
+14,000
| New | +$413K | ﹤0.01% | 2169 |
|