Dorsey & Whitney Trust’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 | $168K | Buy |
+14,647
| New | +$168K | 0.01% | 662 |
|
|
2024
Q1 | – | Sell |
-16,963
| Closed | -$193K | – | 646 |
|
|
2023
Q4 | $193K | Buy |
+16,963
| New | +$193K | 0.01% | 580 |
|
|
2023
Q3 | – | Sell |
-11,840
| Closed | -$148K | – | 615 |
|
|
2023
Q2 | $148K | Buy |
+11,840
| New | +$148K | 0.01% | 560 |
|
|
2022
Q3 | – | Sell |
-15,383
| Closed | -$207K | – | 572 |
|
|
2022
Q2 | $207K | Buy |
+15,383
| New | +$207K | 0.02% | 500 |
|