Angeles Investment Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,116
| Closed | -$329K | – | 193 |
|
|
2024
Q4 | $329K | Hold |
31,116
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $257K | Hold |
31,116
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $232K | Hold |
31,116
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $272K | Hold |
31,116
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $354K | Hold |
31,116
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $338K | Buy |
31,116
+3,723
| +14% | +$40.4K | 0.03% | 127 |
|
|
2023
Q2 | $344K | Buy |
27,393
+1,382
| +5% | +$17.3K | 0.03% | 102 |
|
|
2023
Q1 | $393K | Sell |
26,011
-7,742
| -23% | -$117K | 0.03% | 82 |
|
|
2022
Q4 | $320K | Buy |
+33,753
| New | +$320K | 0.03% | 77 |
|
|
2022
Q3 | – | Sell |
-18,586
| Closed | -$249K | – | 116 |
|
|
2022
Q2 | $249K | Buy |
+18,586
| New | +$249K | 0.02% | 86 |
|