WealthPlan Investment Management’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
485
| – | – | 0.03% | 268 |
|
|
2025
Q1 | $267K | Hold |
485
| – | – | 0.03% | 233 |
|
|
2024
Q4 | $217K | Buy |
+485
| New | +$217K | 0.02% | 250 |
|
|
2023
Q3 | – | Sell |
-445
| Closed | -$71.4K | – | 329 |
|
|
2023
Q2 | $71.4K | Sell |
445
-197
| -31% | -$31.6K | 0.02% | 176 |
|
|
2023
Q1 | $85.8K | Sell |
642
-1,716
| -73% | -$229K | 0.01% | 209 |
|
|
2022
Q4 | $288K | Sell |
2,358
-21,521
| -90% | -$2.63M | 0.02% | 320 |
|
|
2022
Q3 | $1.81M | Buy |
+23,879
| New | +$1.81M | 0.13% | 118 |
|
|
2022
Q1 | $2.82M | Buy |
+27,749
| New | +$2.82M | 0.2% | 104 |
|