AWA
Amplius Wealth Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,792
| Closed | -$202K | – | 187 |
|
|
2023
Q4 | $202K | Buy |
17,792
+830
| +5% | +$9.45K | 0.02% | 165 |
|
|
2023
Q3 | $184K | Buy |
16,962
+69
| +0.4% | +$749 | 0.02% | 157 |
|
|
2023
Q2 | $212K | Sell |
16,893
-17
| -0.1% | -$213 | 0.03% | 157 |
|
|
2023
Q1 | $255K | Buy |
16,910
+16
| +0.1% | +$242 | 0.04% | 137 |
|
|
2022
Q4 | $160K | Sell |
16,894
-414
| -2% | -$3.93K | 0.03% | 158 |
|
|
2022
Q3 | $199K | Buy |
17,308
+239
| +1% | +$2.75K | 0.04% | 151 |
|
|
2022
Q2 | $229K | Buy |
+17,069
| New | +$229K | 0.04% | 146 |
|