Advantage Trust Company’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07K | Buy |
+355
| New | +$4.07K | ﹤0.01% | 200 |
|
|
2025
Q1 | – | Sell |
-279
| Closed | -$2.95K | – | 193 |
|
|
2024
Q4 | $2.95K | Hold |
279
| – | – | ﹤0.01% | 172 |
|
|
2024
Q3 | $2.3K | Hold |
279
| – | – | ﹤0.01% | 147 |
|
|
2024
Q2 | $2.08K | Hold |
279
| – | – | ﹤0.01% | 169 |
|
|
2024
Q1 | $2.44K | Hold |
279
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $3.18K | Buy |
+279
| New | +$3.18K | ﹤0.01% | 176 |
|