Chicago Partners Investment Group’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,574
| Closed | -$191K | – | 773 |
|
|
2024
Q1 | $191K | Buy |
22,574
+7,717
| +52% | +$65.1K | 0.01% | 700 |
|
|
2023
Q4 | $155K | Sell |
14,857
-1,278
| -8% | -$13.3K | 0.01% | 674 |
|
|
2023
Q3 | $164K | Buy |
16,135
+801
| +5% | +$8.12K | 0.01% | 625 |
|
|
2023
Q2 | $192K | Buy |
15,334
+210
| +1% | +$2.64K | 0.01% | 642 |
|
|
2023
Q1 | $202K | Buy |
+15,124
| New | +$202K | 0.01% | 614 |
|
|
2022
Q4 | – | Sell |
-15,022
| Closed | -$154K | – | 659 |
|
|
2022
Q3 | $154K | Buy |
15,022
+3,461
| +30% | +$35.5K | 0.01% | 550 |
|
|
2022
Q2 | $173K | Buy |
+11,561
| New | +$173K | 0.01% | 554 |
|