Glassman Wealth Services’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,197
| Closed | -$47.8K | – | 1808 |
|
|
2023
Q4 | $47.8K | Sell |
4,197
-759
| -15% | -$8.64K | 0.01% | 463 |
|
|
2023
Q3 | $53.8K | Sell |
4,956
-507
| -9% | -$5.51K | 0.01% | 405 |
|
|
2023
Q2 | $68.5K | Buy |
5,463
+2,046
| +60% | +$25.7K | 0.01% | 337 |
|
|
2023
Q1 | $51.6K | Buy |
3,417
+592
| +21% | +$8.94K | 0.01% | 404 |
|
|
2022
Q4 | $26.8K | Buy |
2,825
+554
| +24% | +$5.25K | ﹤0.01% | 586 |
|
|
2022
Q3 | $26K | Sell |
2,271
-1,687
| -43% | -$19.3K | 0.01% | 555 |
|
|
2022
Q2 | $53K | Buy |
+3,958
| New | +$53K | 0.01% | 380 |
|