Cassady Schiller Wealth Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.05K | Buy |
478
+93
| +24% | +$983 | ﹤0.01% | 404 |
|
|
2024
Q3 | $3.18K | Hold |
385
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $2.86K | Hold |
385
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $3.36K | Sell |
385
-315
| -45% | -$2.75K | ﹤0.01% | 391 |
|
|
2023
Q4 | $7.97K | Hold |
700
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $7.6K | Hold |
700
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $8.78K | Sell |
700
-147
| -17% | -$1.84K | ﹤0.01% | 347 |
|
|
2023
Q1 | $12.8K | Hold |
847
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $8.03K | Buy |
+847
| New | +$8.03K | ﹤0.01% | 332 |
|