WWM
WT Wealth Management’s Spotify SPOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.81M | Sell |
3,286
-1,679
| -34% | -$923K | 0.59% | 47 |
|
2024
Q4 | $2.22M | Buy |
4,965
+135
| +3% | +$60.4K | 0.7% | 47 |
|
2024
Q3 | $1.83M | Buy |
+4,830
| New | +$1.83M | 0.58% | 55 |
|
2021
Q1 | – | Sell |
-871
| Closed | -$274K | – | 129 |
|
2020
Q4 | $274K | Buy |
+871
| New | +$274K | 0.15% | 103 |
|