Bogart Wealth LLC’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Sell |
2,539
-169
| -6% | -$1.94K | ﹤0.01% | 551 |
|
|
2025
Q1 | $29.1K | Buy |
2,708
+122
| +5% | +$1.31K | ﹤0.01% | 502 |
|
|
2024
Q4 | $27.3K | Sell |
2,586
-976
| -27% | -$10.3K | ﹤0.01% | 511 |
|
|
2024
Q3 | $29.4K | Buy |
3,562
+12
| +0.3% | +$99 | ﹤0.01% | 495 |
|
|
2024
Q2 | $26.4K | Buy |
3,550
+399
| +13% | +$2.97K | ﹤0.01% | 494 |
|
|
2024
Q1 | $27.5K | Buy |
3,151
+466
| +17% | +$4.07K | ﹤0.01% | 464 |
|
|
2023
Q4 | $30.6K | Sell |
2,685
-1,081
| -29% | -$12.3K | ﹤0.01% | 440 |
|
|
2023
Q3 | $40.9K | Buy |
3,766
+847
| +29% | +$9.2K | ﹤0.01% | 375 |
|
|
2023
Q2 | $36.6K | Buy |
2,919
+219
| +8% | +$2.75K | ﹤0.01% | 378 |
|
|
2023
Q1 | $40.8K | Sell |
2,700
-123
| -4% | -$1.86K | ﹤0.01% | 344 |
|
|
2022
Q4 | $26.8K | Sell |
2,823
-1,873
| -40% | -$17.8K | ﹤0.01% | 385 |
|
|
2022
Q3 | $54K | Sell |
4,696
-1,035
| -18% | -$11.9K | ﹤0.01% | 286 |
|
|
2022
Q2 | $77K | Buy |
+5,731
| New | +$77K | 0.01% | 235 |
|