Global Financial Private Client’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 | – | Sell |
-240
| Closed | -$2.58K | – | 1581 |
|
|
2025
Q1 | $2.58K | Buy |
240
+124
| +107% | +$1.33K | ﹤0.01% | 809 |
|
|
2024
Q4 | $1.23K | Sell |
116
-768
| -87% | -$8.12K | ﹤0.01% | 758 |
|
|
2024
Q3 | $7.29K | Hold |
884
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $6.58K | Hold |
884
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $7.77K | Hold |
884
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $10.1K | Sell |
884
-241
| -21% | -$2.74K | ﹤0.01% | 461 |
|
|
2023
Q3 | $11.8K | Sell |
1,125
-39
| -3% | -$410 | 0.01% | 417 |
|
|
2023
Q2 | $15.1K | Sell |
1,164
-47
| -4% | -$611 | 0.01% | 392 |
|
|
2023
Q1 | $17.9K | Hold |
1,211
| – | – | 0.01% | 385 |
|
|
2022
Q4 | $11.5K | Sell |
1,211
-138
| -10% | -$1.31K | 0.01% | 408 |
|
|
2022
Q3 | $16.1K | Sell |
1,349
-5
| -0.4% | -$60 | 0.01% | 372 |
|
|
2022
Q2 | $19.3K | Buy |
1,354
+1,329
| +5,316% | +$18.9K | 0.01% | 349 |
|
|
2022
Q1 | $626 | Hold |
25
| – | – | ﹤0.01% | 614 |
|
|
2021
Q4 | $589 | Hold |
25
| – | – | ﹤0.01% | 612 |
|
|
2021
Q3 | $644 | Hold |
25
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $780 | Hold |
25
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $1.08K | Hold |
25
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $752 | Buy |
+25
| New | +$752 | ﹤0.01% | 506 |
|