WealthPLAN Partners’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
753
| – | – | 0.09% | 160 |
|
|
2025
Q1 | $414K | Hold |
753
| – | – | 0.06% | 181 |
|
|
2024
Q4 | $337K | Buy |
753
+34
| +5% | +$15.2K | 0.05% | 203 |
|
|
2024
Q3 | $265K | Sell |
719
-181
| -20% | -$66.7K | 0.04% | 236 |
|
|
2024
Q2 | $282K | Sell |
900
-18
| -2% | -$5.65K | 0.03% | 260 |
|
|
2024
Q1 | $242K | Buy |
+918
| New | +$242K | 0.03% | 281 |
|
|
2023
Q3 | – | Sell |
-1,183
| Closed | -$190K | – | 1047 |
|
|
2023
Q2 | $190K | Sell |
1,183
-168
| -12% | -$27K | 0.03% | 296 |
|
|
2023
Q1 | $181K | Sell |
1,351
-1,007
| -43% | -$135K | 0.02% | 327 |
|
|
2022
Q4 | $297K | Buy |
+2,358
| New | +$297K | 0.02% | 316 |
|
|
2022
Q1 | $2.82M | Buy |
27,749
+13,710
| +98% | +$1.39M | 0.2% | 104 |
|
|
2021
Q4 | $2.76M | Buy |
14,039
+430
| +3% | +$84.4K | 0.18% | 101 |
|
|
2021
Q3 | $3.25M | Buy |
13,609
+1,109
| +9% | +$265K | 0.22% | 93 |
|
|
2021
Q2 | $2.68M | Buy |
12,500
+3,542
| +40% | +$758K | 0.19% | 92 |
|
|
2021
Q1 | $2.15M | Buy |
8,958
+1,887
| +27% | +$453K | 0.17% | 94 |
|
|
2020
Q4 | $2.23M | Buy |
7,071
+4,714
| +200% | +$1.48M | 0.19% | 92 |
|
|
2020
Q3 | $610K | Buy |
+2,357
| New | +$610K | 0.06% | 174 |
|