Buckingham Strategic 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
Q2 | $259K | Sell |
34,752
-4,292
| -11% | -$31.9K | ﹤0.01% | 640 |
|
|
2024
Q1 | $341K | Buy |
39,044
+1,904
| +5% | +$16.6K | ﹤0.01% | 555 |
|
|
2023
Q4 | $423K | Sell |
37,140
-443
| -1% | -$5.04K | 0.01% | 482 |
|
|
2023
Q3 | $408K | Buy |
37,583
+1,417
| +4% | +$15.4K | 0.01% | 461 |
|
|
2023
Q2 | $454K | Buy |
36,166
+7,197
| +25% | +$90.3K | 0.01% | 446 |
|
|
2023
Q1 | $275K | Hold |
28,969
| – | – | 0.01% | 500 |
|
|
2022
Q4 | $275K | Sell |
28,969
-9,286
| -24% | -$88K | 0.01% | 502 |
|
|
2022
Q3 | $440K | Sell |
38,255
-1,860
| -5% | -$21.4K | 0.01% | 394 |
|
|
2022
Q2 | $538K | Buy |
+40,115
| New | +$538K | 0.01% | 362 |
|