Financial Synergies Wealth 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
Q2 | – | Sell |
-185
| Closed | -$1.62K | – | 476 |
|
|
2024
Q1 | $1.62K | Hold |
185
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $1.75K | Hold |
185
| – | – | ﹤0.01% | 255 |
|
|
2023
Q3 | $2.01K | Hold |
185
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $2.32K | Sell |
185
-74
| -29% | -$928 | ﹤0.01% | 290 |
|
|
2023
Q1 | $3.91K | Buy |
259
+74
| +40% | +$1.12K | ﹤0.01% | 275 |
|
|
2022
Q4 | $1.75K | Hold |
185
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $2.13K | Hold |
185
| – | – | ﹤0.01% | 223 |
|
|
2022
Q2 | $2.48K | Buy |
+185
| New | +$2.48K | ﹤0.01% | 221 |
|