Coppell Advisory Solutions’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-989
| Closed | -$10.4K | – | 1857 |
|
|
2024
Q4 | $10.4K | Sell |
989
-120
| -11% | -$1.26K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $9.29K | Buy |
1,109
+120
| +12% | +$1.01K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $7.36K | Buy |
+989
| New | +$7.36K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $8.88K | Sell |
780
-65
| -8% | -$740 | ﹤0.01% | 961 |
|
|
2023
Q3 | $8.01K | Buy |
845
+259
| +44% | +$2.46K | ﹤0.01% | 638 |
|
|
2023
Q2 | $7.28K | Buy |
+586
| New | +$7.28K | ﹤0.01% | 764 |
|
|
2023
Q1 | – | Sell |
-845
| Closed | -$8.01K | – | 1080 |
|
|
2022
Q4 | $8.01K | Buy |
+845
| New | +$8.01K | ﹤0.01% | 646 |
|