BerganKDV Wealth Management’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$23.8K	Sell	1,895 -865	-31%	-$10.8K	﹤0.01%	474
2023 Q1	$41.7K	Sell	2,760 -664	-19%	-$10K	﹤0.01%	413
2022 Q4	$32.5K	Sell	3,424 -3,736	-52%	-$35.4K	﹤0.01%	429
2022 Q3	$82K	Buy	7,160 +496	+7%	+$5.68K	0.01%	314
2022 Q2	$89K	Buy	+6,664	New	+$89K	0.01%	312