Beacon Financial Group’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 |
-10,221
| Closed | -$84.3K | – | 334 |
|
|
2024
Q3 | $84.3K | Sell |
10,221
-916
| -8% | -$7.56K | 0.01% | 320 |
|
|
2024
Q2 | $82.9K | Sell |
11,137
-872
| -7% | -$6.49K | 0.01% | 315 |
|
|
2024
Q1 | $105K | Sell |
12,009
-1,687
| -12% | -$14.7K | 0.01% | 312 |
|
|
2023
Q4 | $156K | Buy |
+13,696
| New | +$156K | 0.02% | 308 |
|