First Personal Financial Services’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.17K	Hold	505	–	–	﹤0.01%	347
2024 Q2	$3.76K	Hold	505	–	–	﹤0.01%	318
2024 Q1	$4.41K	Sell	505 -140	-22%	-$1.35K	﹤0.01%	311
2023 Q4	$7.34K	Hold	645	–	–	﹤0.01%	321
2023 Q3	$7K	Hold	645	–	–	﹤0.01%	325
2023 Q2	$8.09K	Hold	645	–	–	﹤0.01%	324
2023 Q1	$9.74K	Sell	645 -4,260	-87%	-$60.6K	﹤0.01%	323
2022 Q4	$46.5K	Buy	4,905 +806	+20%	+$9.1K	0.01%	216
2022 Q3	$47K	Buy	4,099 +3,225	+369%	+$43.8K	0.01%	201
2022 Q2	$12K	Buy	+874	New	+$16.2K	﹤0.01%	273
2018 Q2	–	Sell	-415	Closed	-$9K	–	936
2018 Q1	$9K	Hold	415	–	–	﹤0.01%	821
2017 Q4	$9K	Sell	415 -190	-31%	-$3.71K	﹤0.01%	815
2017 Q3	$13K	Sell	605 -100	-14%	-$2.35K	﹤0.01%	664
2017 Q2	$18K	Hold	705	–	–	﹤0.01%	605
2017 Q1	$21K	Hold	705	–	–	0.01%	560
2016 Q4	$19K	Hold	705	–	–	0.01%	561
2016 Q3	$19K	Hold	705	–	–	0.01%	456
2016 Q2	$18K	Buy	+705	New	+$19.3K	0.01%	438