Evermay Wealth 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 | $8.25K | Hold |
720
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $7.73K | Buy |
720
+713
| +10,186% | +$7.65K | ﹤0.01% | 466 |
|
|
2024
Q4 | $74 | Hold |
7
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $58 | Hold |
7
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $53 | Hold |
7
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $62 | Sell |
7
-31
| -82% | -$275 | ﹤0.01% | 605 |
|
|
2023
Q4 | $433 | Sell |
38
-392
| -91% | -$4.47K | ﹤0.01% | 573 |
|
|
2023
Q3 | $4.67K | Hold |
430
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $5.39K | Sell |
430
-47
| -10% | -$589 | ﹤0.01% | 459 |
|
|
2023
Q1 | $7.2K | Sell |
477
-24
| -5% | -$362 | ﹤0.01% | 440 |
|
|
2022
Q4 | $4.75K | Sell |
501
-217
| -30% | -$2.06K | ﹤0.01% | 459 |
|
|
2022
Q3 | $8K | Sell |
718
-17
| -2% | -$189 | ﹤0.01% | 423 |
|
|
2022
Q2 | $10K | Buy |
+735
| New | +$10K | ﹤0.01% | 401 |
|