Fee-Only Financial Planning’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,138
Closed -$110K 42
2023
Q3
$110K Hold
10,138
0.09% 40
2023
Q2
$127K Sell
10,138
-27
-0.3% -$339 0.1% 43
2023
Q1
$153K Hold
10,165
0.12% 42
2022
Q4
$96.4K Buy
+10,165
New +$96.4K 0.08% 40