Caldwell Trust’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48K | Sell |
304
-549
|
|
||||
|
2025
Q1 | $9.15K | Buy |
853
+100
|
|
||||
|
2024
Q4 | $7.96K | Sell |
753
-36
|
|
||||
|
2024
Q3 | $6.51K | Hold |
789
|
|
||||
|
2024
Q2 | $5.87K | Sell |
789
-24
|
|
||||
|
2024
Q1 | $7.1K | Sell |
813
-2,117
|
|
||||
|
2023
Q4 | $33.3K | Sell |
2,930
-824
|
|
||||
|
2023
Q3 | $40.8K | Sell |
3,754
-2,463
|
|
||||
|
2023
Q2 | $78K | Sell |
6,217
-2,727
|
|
||||
|
2023
Q1 | $135K | Sell |
8,944
-3,174
|
|
||||
|
2022
Q4 | $115K | Sell |
12,118
-3,479
|
|
||||
|
2022
Q3 | $179K | Sell |
15,597
-2,667
|
|
||||
|
2022
Q2 | $245K | Buy |
+18,264
|
|