Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $27.3K | Buy |
+2,545
| New | +$27.3K | 0.01% | 431 |
|
|
2024
Q2 | – | Sell |
-780
| Closed | -$7.84K | – | 2528 |
|
|
2024
Q1 | $7.84K | Buy |
780
+62
| +9% | +$623 | ﹤0.01% | 766 |
|
|
2023
Q4 | $37.2K | Buy |
718
+393
| +121% | +$20.4K | ﹤0.01% | 604 |
|
|
2023
Q3 | $32.7K | Buy |
+325
| New | +$32.7K | ﹤0.01% | 516 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$67 | – | 1773 |
|
|
2023
Q1 | $67 | Buy |
15
+6
| +67% | +$27 | ﹤0.01% | 716 |
|
|
2022
Q4 | $436 | Sell |
9
-15
| -63% | -$727 | ﹤0.01% | 822 |
|
|
2022
Q3 | $51 | Buy |
+24
| New | +$51 | ﹤0.01% | 666 |
|