True Wealth Design’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 | $191 | Sell |
7
-1
| -13% | -$27 | ﹤0.01% | 2088 |
|
|
2025
Q1 | $251 | Sell |
8
-1
| -11% | -$31 | ﹤0.01% | 1865 |
|
|
2024
Q4 | $279 | Buy |
9
+2
| +29% | +$62 | ﹤0.01% | 1176 |
|
|
2024
Q3 | $220 | Buy |
7
+1
| +17% | +$31 | ﹤0.01% | 1190 |
|
|
2024
Q2 | $184 | Buy |
6
+3
| +100% | +$92 | ﹤0.01% | 752 |
|
|
2024
Q1 | $100 | Buy |
3
+1
| +50% | +$33 | ﹤0.01% | 769 |
|
|
2023
Q4 | $72 | Hold |
2
| – | – | ﹤0.01% | 753 |
|
|
2023
Q3 | $63 | Hold |
2
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $53 | Hold |
2
| – | – | ﹤0.01% | 753 |
|
|
2023
Q1 | $67 | Buy |
2
+1
| +100% | +$34 | ﹤0.01% | 823 |
|
|
2022
Q4 | $35 | Buy |
+1
| New | +$35 | ﹤0.01% | 784 |
|