Fort Sheridan Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
21,148
| – | – | 0.03% | 225 |
|
|
2025
Q1 | $227K | Sell |
21,148
-3,130
| -13% | -$33.6K | 0.03% | 229 |
|
|
2024
Q4 | $257K | Sell |
24,278
-1,718
| -7% | -$18.2K | 0.04% | 220 |
|
|
2024
Q3 | $214K | Sell |
25,996
-704
| -3% | -$5.81K | 0.03% | 232 |
|
|
2024
Q2 | $199K | Buy |
+26,700
| New | +$199K | 0.03% | 225 |
|
|
2023
Q4 | – | Sell |
-10,415
| Closed | -$113K | – | 211 |
|
|
2023
Q3 | $113K | Sell |
10,415
-165
| -2% | -$1.79K | 0.03% | 188 |
|
|
2023
Q2 | $133K | Buy |
+10,580
| New | +$133K | 0.03% | 195 |
|