EFS
Essex Financial Services’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
+10,788
| New | +$124K | 0.01% | 679 |
|
|
2025
Q1 | – | Sell |
-11,134
| Closed | -$118K | – | 662 |
|
|
2024
Q4 | $118K | Sell |
11,134
-1,338
| -11% | -$14.1K | 0.01% | 623 |
|
|
2024
Q3 | $94K | Sell |
12,472
-6,503
| -34% | -$49K | 0.01% | 619 |
|
|
2024
Q2 | $133K | Buy |
18,975
+5,843
| +44% | +$41K | 0.01% | 601 |
|
|
2024
Q1 | $115K | Sell |
13,132
-89
| -0.7% | -$777 | 0.01% | 529 |
|
|
2023
Q4 | $150K | Sell |
13,221
-3,094
| -19% | -$35.2K | 0.02% | 491 |
|
|
2023
Q3 | $177K | Buy |
16,315
+1,154
| +8% | +$12.5K | 0.02% | 453 |
|
|
2023
Q2 | $190K | Sell |
15,161
-380
| -2% | -$4.77K | 0.02% | 455 |
|
|
2023
Q1 | $235K | Sell |
15,541
-1,131
| -7% | -$17.1K | 0.02% | 432 |
|
|
2022
Q4 | $158K | Sell |
16,672
-4,066
| -20% | -$38.5K | 0.02% | 462 |
|
|
2022
Q3 | $238K | Sell |
20,738
-655
| -3% | -$7.52K | 0.03% | 394 |
|
|
2022
Q2 | $287K | Buy |
+21,393
| New | +$287K | 0.03% | 362 |
|