Coastwise Capital 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 |
-10,182
| Closed | -$88.9K | – | 125 |
|
|
2024
Q1 | $88.9K | Sell |
10,182
-928
| -8% | -$8.1K | 0.08% | 121 |
|
|
2023
Q4 | $126K | Sell |
11,110
-1,200
| -10% | -$13.7K | 0.13% | 113 |
|
|
2023
Q3 | $134K | Sell |
12,310
-256
| -2% | -$2.78K | 0.15% | 109 |
|
|
2023
Q2 | $158K | Sell |
12,566
-857
| -6% | -$10.7K | 0.18% | 109 |
|
|
2023
Q1 | $203K | Sell |
13,423
-1,590
| -11% | -$24K | 0.23% | 108 |
|
|
2022
Q4 | $142K | Sell |
15,013
-1,772
| -11% | -$16.8K | 0.17% | 103 |
|
|
2022
Q3 | $193K | Sell |
16,785
-1,251
| -7% | -$14.4K | 0.3% | 88 |
|
|
2022
Q2 | $242K | Buy |
+18,036
| New | +$242K | 0.29% | 89 |
|