FDx Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80,694
| Closed | -$918K | – | 646 |
|
|
2023
Q4 | $918K | Buy |
80,694
+41,716
| +107% | +$475K | 0.07% | 276 |
|
|
2023
Q3 | $423K | Buy |
+38,978
| New | +$423K | 0.04% | 393 |
|
|
2022
Q4 | – | Sell |
-14,555
| Closed | -$167K | – | 790 |
|
|
2022
Q3 | $167K | Sell |
14,555
-4,758
| -25% | -$54.6K | 0.01% | 697 |
|
|
2022
Q2 | $259K | Buy |
+19,313
| New | +$259K | 0.01% | 684 |
|