Fortis 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 | $163K | Hold |
14,200
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $152K | Buy |
+14,200
| New | +$152K | 0.1% | 107 |
|
|
2023
Q4 | – | Sell |
-26,275
| Closed | -$285K | – | 93 |
|
|
2023
Q3 | $285K | Hold |
26,275
| – | – | 0.21% | 73 |
|
|
2023
Q2 | $329K | Hold |
26,275
| – | – | 0.24% | 65 |
|
|
2023
Q1 | $397K | Hold |
26,275
| – | – | 0.26% | 53 |
|
|
2022
Q4 | $249K | Hold |
26,275
| – | – | 0.19% | 75 |
|
|
2022
Q3 | $302K | Buy |
26,275
+1,500
| +6% | +$17.2K | 0.22% | 75 |
|
|
2022
Q2 | $332K | Buy |
+24,775
| New | +$332K | 0.22% | 68 |
|