Buttonwood Financial Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-88,888
Closed -$1.01M 105
2023
Q4
$1.01M Sell
88,888
-65
-0.1% -$740 0.55% 45
2023
Q3
$966K Buy
88,953
+7,568
+9% +$82.2K 0.61% 42
2023
Q2
$1.02M Buy
+81,385
New +$1.02M 0.64% 37