Cumberland Partners’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 | $691K | Sell |
60,300
-120
| -0.2% | -$1.38K | 0.05% | 145 |
|
|
2025
Q1 | $648K | Hold |
60,420
| – | – | 0.05% | 143 |
|
|
2024
Q4 | $639K | Buy |
60,420
+120
| +0.2% | +$1.27K | 0.04% | 141 |
|
|
2024
Q3 | $497K | Sell |
60,300
-850
| -1% | -$7.01K | 0.03% | 153 |
|
|
2024
Q2 | $455K | Sell |
61,150
-2,029
| -3% | -$15.1K | 0.03% | 155 |
|
|
2024
Q1 | $552K | Hold |
63,179
| – | – | 0.04% | 157 |
|
|
2023
Q4 | $686K | Hold |
63,179
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $686K | Hold |
63,179
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $792K | Sell |
63,179
-66,025
| -51% | -$828K | 0.07% | 125 |
|
|
2023
Q1 | $1.95M | Sell |
129,204
-3,050
| -2% | -$46.1K | 0.19% | 85 |
|
|
2022
Q4 | $1.25M | Buy |
132,254
+50
| +0% | +$474 | 0.13% | 91 |
|
|
2022
Q3 | $1.52M | Sell |
132,204
-96,719
| -42% | -$1.11M | 0.16% | 87 |
|
|
2022
Q2 | $3.07M | Buy |
+228,923
| New | +$3.07M | 0.29% | 65 |
|