Bard Financial Services’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,600
| Closed | -$110K | – | 233 |
|
|
2024
Q1 | $110K | Sell |
12,600
-9,005
| -42% | -$78.6K | 0.01% | 215 |
|
|
2023
Q4 | $246K | Sell |
21,605
-5,580
| -21% | -$63.5K | 0.03% | 204 |
|
|
2023
Q3 | $295K | Buy |
27,185
+5,685
| +26% | +$61.7K | 0.04% | 179 |
|
|
2023
Q2 | $270K | Buy |
21,500
+2,590
| +14% | +$32.5K | 0.02% | 263 |
|
|
2023
Q1 | $286K | Buy |
18,910
+1,355
| +8% | +$20.5K | 0.02% | 268 |
|
|
2022
Q4 | $166K | Sell |
17,555
-7,375
| -30% | -$69.7K | 0.01% | 284 |
|
|
2022
Q3 | $287K | Sell |
24,930
-12,450
| -33% | -$143K | 0.03% | 240 |
|
|
2022
Q2 | $502K | Buy |
+37,380
| New | +$502K | 0.05% | 196 |
|