Eschler 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-19,386
| Closed | -$169K | – | 108 |
|
2024
Q1 | $169K | Sell |
19,386
-905
| -4% | -$7.9K | 0.11% | 93 |
|
2023
Q4 | $231K | Sell |
20,291
-9,851
| -33% | -$112K | 0.18% | 70 |
|
2023
Q3 | $327K | Sell |
30,142
-7,556
| -20% | -$82.1K | 0.38% | 54 |
|
2023
Q2 | $473K | Buy |
37,698
+3,843
| +11% | +$48.2K | 0.67% | 30 |
|
2023
Q1 | $511K | Sell |
33,855
-3,126
| -8% | -$47.2K | 0.4% | 36 |
|
2022
Q4 | $351K | Buy |
+36,981
| New | +$351K | 0.66% | 32 |
|