Columbia Asset 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 | $254K | Sell |
22,198
-120
| -0.5% | -$1.38K | 0.05% | 148 |
|
|
2025
Q1 | $239K | Sell |
22,318
-483
| -2% | -$5.18K | 0.05% | 155 |
|
|
2024
Q4 | $241K | Hold |
22,801
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $188K | Hold |
22,801
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $170K | Buy |
+22,801
| New | +$170K | 0.03% | 170 |
|
|
2022
Q3 | – | Sell |
-10,348
| Closed | -$139K | – | 185 |
|
|
2022
Q2 | $139K | Buy |
+10,348
| New | +$139K | 0.04% | 165 |
|