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