Glass Jacobson Investment 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 | $826 | Hold |
72
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $762 | Hold |
72
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $762 | Hold |
72
| – | – | ﹤0.01% | 801 |
|
|
2024
Q3 | $594 | Hold |
72
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $536 | Hold |
72
| – | – | ﹤0.01% | 723 |
|
|
2024
Q1 | $629 | Sell |
72
-200
| -74% | -$1.75K | ﹤0.01% | 713 |
|
|
2023
Q4 | $3.1K | Hold |
272
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $2.95K | Hold |
272
| – | – | ﹤0.01% | 602 |
|
|
2023
Q2 | $3.41K | Buy |
+272
| New | +$3.41K | ﹤0.01% | 599 |
|
|
2022
Q4 | $2.58K | Buy |
+272
| New | +$2.58K | ﹤0.01% | 650 |
|