Appleton Partners’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,065
Closed -$116K 306
2022
Q3
$116K Sell
10,065
-6,403
-39% -$73.8K 0.01% 291
2022
Q2
$221K Buy
+16,468
New +$221K 0.02% 284