Alpha Family Trust’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 | $116K | Buy |
+10,160
| New | +$116K | 0.06% | 189 |
|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$131K | – | 161 |
|
|
2024
Q1 | $131K | Hold |
15,000
| – | – | 0.08% | 154 |
|
|
2023
Q4 | $171K | Hold |
15,000
| – | – | 0.12% | 144 |
|
|
2023
Q3 | $163K | Hold |
15,000
| – | – | 0.12% | 126 |
|
|
2023
Q2 | $188K | Hold |
15,000
| – | – | 0.13% | 123 |
|
|
2023
Q1 | $227K | Hold |
15,000
| – | – | 0.18% | 109 |
|
|
2022
Q4 | $142K | Buy |
+15,000
| New | +$142K | 0.13% | 119 |
|