Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73K | Hold |
413
| – | – | ﹤0.01% | 482 |
|
|
2025
Q1 | $4.43K | Buy |
+413
| New | +$4.43K | ﹤0.01% | 547 |
|
|
2024
Q3 | – | Sell |
-301
| Closed | -$2.24K | – | 616 |
|
|
2024
Q2 | $2.24K | Hold |
301
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $2.63K | Hold |
301
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $3.43K | Hold |
301
| – | – | ﹤0.01% | 460 |
|
|
2023
Q3 | $3.27K | Hold |
301
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $3.78K | Buy |
+301
| New | +$3.78K | ﹤0.01% | 438 |
|