Disciplined Equity 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 | $425 | Buy |
+37
| New | +$425 | ﹤0.01% | 62 |
|
2024
Q4 | – | Sell |
-37
| Closed | -$306 | – | 63 |
|
2024
Q3 | $306 | Hold |
37
| – | – | ﹤0.01% | 63 |
|
2024
Q2 | $276 | Hold |
37
| – | – | ﹤0.01% | 63 |
|
2024
Q1 | $324 | Hold |
37
| – | – | ﹤0.01% | 59 |
|
2023
Q4 | $422 | Buy |
+37
| New | +$422 | ﹤0.01% | 103 |
|
2022
Q3 | – | Sell |
-10,136
| Closed | -$136K | – | 71 |
|
2022
Q2 | $136K | Buy |
+10,136
| New | +$136K | 0.12% | 49 |
|