Briaud Financial Planning’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 | $27K | Sell |
2,370
-405
| -15% | -$4.61K | 0.01% | 146 |
|
|
2025
Q1 | $29K | Hold |
2,775
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $29K | Buy |
2,775
+2,000
| +258% | +$20.9K | 0.01% | 103 |
|
|
2024
Q3 | $6K | Sell |
775
-147
| -16% | -$1.14K | ﹤0.01% | 114 |
|
|
2024
Q2 | $6K | Sell |
922
-162
| -15% | -$1.05K | ﹤0.01% | 112 |
|
|
2024
Q1 | $10K | Buy |
+1,084
| New | +$10K | 0.01% | 100 |
|
|
2023
Q4 | – | Sell |
-1,126
| Closed | -$12K | – | 165 |
|
|
2023
Q3 | $12K | Buy |
+1,126
| New | +$12K | 0.01% | 103 |
|