AllSquare Wealth Management’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 | $5.65K | Buy |
493
+123
| +33% | +$1.41K | ﹤0.01% | 426 |
|
|
2025
Q1 | $3.97K | Hold |
370
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $3.91K | Sell |
370
-15
| -4% | -$159 | ﹤0.01% | 441 |
|
|
2024
Q3 | $3.18K | Sell |
385
-49
| -11% | -$404 | ﹤0.01% | 451 |
|
|
2024
Q2 | $3.23K | Hold |
434
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $3.79K | Hold |
434
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $4.94K | Hold |
434
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $4.71K | Hold |
434
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $4.9K | Sell |
434
-241
| -36% | -$2.72K | ﹤0.01% | 436 |
|
|
2023
Q1 | $10.2K | Hold |
675
| – | – | 0.01% | 371 |
|
|
2022
Q4 | $6.4K | Sell |
675
-618
| -48% | -$5.86K | ﹤0.01% | 400 |
|
|
2022
Q3 | $15K | Sell |
1,293
-1,060
| -45% | -$12.3K | 0.01% | 312 |
|
|
2022
Q2 | $32K | Buy |
+2,353
| New | +$32K | 0.02% | 249 |
|