Founders Financial Alliance’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,388
| Closed | -$77.3K | – | 597 |
|
|
2024
Q2 | $77.3K | Sell |
10,388
-2,192
| -17% | -$16.3K | 0.02% | 341 |
|
|
2024
Q1 | $110K | Sell |
12,580
-3,982
| -24% | -$34.8K | 0.03% | 314 |
|
|
2023
Q4 | $188K | Sell |
16,562
-3,875
| -19% | -$44.1K | 0.07% | 247 |
|
|
2023
Q3 | $222K | Sell |
20,437
-1,788
| -8% | -$19.4K | 0.1% | 206 |
|
|
2023
Q2 | $279K | Buy |
22,225
+1,551
| +8% | +$19.4K | 0.11% | 203 |
|
|
2023
Q1 | $302K | Sell |
20,674
-5,797
| -22% | -$84.6K | 0.15% | 148 |
|
|
2022
Q4 | $251K | Sell |
26,471
-1,735
| -6% | -$16.4K | 0.12% | 185 |
|
|
2022
Q3 | $324K | Buy |
+28,206
| New | +$324K | 0.16% | 137 |
|