Centerpoint Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3K | Hold |
284
| – | – | ﹤0.01% | 346 |
|
2025
Q1 | $3K | Hold |
284
| – | – | ﹤0.01% | 362 |
|
2024
Q4 | $3K | Hold |
284
| – | – | ﹤0.01% | 407 |
|
2024
Q3 | $2K | Hold |
284
| – | – | ﹤0.01% | 438 |
|
2024
Q2 | $2K | Sell |
284
-140
| -33% | -$986 | ﹤0.01% | 413 |
|
2024
Q1 | $4K | Hold |
424
| – | – | ﹤0.01% | 376 |
|
2023
Q4 | $5K | Sell |
424
-554
| -57% | -$6.53K | ﹤0.01% | 361 |
|
2023
Q3 | $11K | Sell |
978
-654
| -40% | -$7.36K | ﹤0.01% | 331 |
|
2023
Q2 | $20K | Buy |
1,632
+176
| +12% | +$2.16K | 0.01% | 253 |
|
2023
Q1 | $22K | Buy |
1,456
+313
| +27% | +$4.73K | 0.01% | 249 |
|
2022
Q4 | $11K | Hold |
1,143
| – | – | 0.01% | 301 |
|
2022
Q3 | $13K | Sell |
1,143
-500
| -30% | -$5.69K | 0.01% | 206 |
|
2022
Q2 | $22K | Buy |
+1,643
| New | +$22K | 0.01% | 185 |
|