Caldwell Trust’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95K | Sell |
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|
2025
Q2 | $3.48K | Sell |
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|
2025
Q1 | $9.15K | Buy |
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|
2024
Q4 | $7.96K | Sell |
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|
2024
Q3 | $6.51K | Hold |
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|
2024
Q2 | $5.87K | Sell |
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|
2024
Q1 | $7.1K | Sell |
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|
2023
Q4 | $33.3K | Sell |
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|
2023
Q3 | $40.8K | Sell |
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|
2023
Q2 | $78K | Sell |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $179K | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $4.98K | Hold |
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|
2021
Q4 | $4.71K | Hold |
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|
2021
Q3 | $5.08K | Hold |
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|
2021
Q2 | $6.14K | Hold |
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|
2021
Q1 | $8.69K | Hold |
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|
2020
Q4 | $6.02K | Hold |
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|
2020
Q3 | $4.35K | Hold |
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|
2020
Q2 | $4.22K | Sell |
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|
2020
Q1 | $4.39K | Buy |
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|
2019
Q4 | $4.03K | Buy |
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