BOK Financial Private Wealth’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 |
-277
| Closed | -$2.29K | – | 700 |
|
|
2024
Q3 | $2.29K | Buy |
+277
| New | +$2.29K | ﹤0.01% | 469 |
|
|
2024
Q1 | – | Sell |
-362
| Closed | -$4.12K | – | 556 |
|
|
2023
Q4 | $4.12K | Buy |
+362
| New | +$4.12K | ﹤0.01% | 410 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$544 | – | 468 |
|
|
2023
Q1 | $544 | Hold |
36
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $341 | Hold |
36
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $0 | Buy |
+36
| New | – | ﹤0.01% | 460 |
|