Baldwin Wealth Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,725
| Closed | -$14.2K | – | 1024 |
|
|
2024
Q3 | $14.2K | Buy |
1,725
+121
| +8% | +$998 | ﹤0.01% | 747 |
|
|
2024
Q2 | $11.9K | Hold |
1,604
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $14K | Hold |
1,604
| – | – | ﹤0.01% | 526 |
|
|
2023
Q4 | $18.3K | Sell |
1,604
-93
| -5% | -$1.06K | ﹤0.01% | 509 |
|
|
2023
Q3 | $18.4K | Hold |
1,697
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $21.3K | Sell |
1,697
-166
| -9% | -$2.08K | ﹤0.01% | 528 |
|
|
2023
Q1 | $28.1K | Hold |
1,863
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $17.7K | Buy |
1,863
+1,604
| +619% | +$15.2K | ﹤0.01% | 552 |
|
|
2022
Q3 | $3K | Sell |
259
-362
| -58% | -$4.19K | ﹤0.01% | 609 |
|
|
2022
Q2 | $8K | Buy |
+621
| New | +$8K | ﹤0.01% | 558 |
|