GoalVest Advisory’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$222 | – | 556 |
|
|
2024
Q4 | $222 | Buy |
+21
| New | +$222 | ﹤0.01% | 373 |
|
|
2024
Q1 | – | Sell |
-612
| Closed | -$6.97K | – | 484 |
|
|
2023
Q4 | $6.97K | Hold |
612
| – | – | ﹤0.01% | 278 |
|
|
2023
Q3 | $6.65K | Hold |
612
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $7.67K | Buy |
+612
| New | +$7.67K | ﹤0.01% | 267 |
|
|
2023
Q1 | – | Sell |
-762
| Closed | -$7.22K | – | 313 |
|
|
2022
Q4 | $7.22K | Hold |
762
| – | – | ﹤0.01% | 195 |
|
|
2022
Q3 | $9K | Sell |
762
-155
| -17% | -$1.83K | 0.01% | 194 |
|
|
2022
Q2 | $13K | Buy |
+917
| New | +$13K | 0.01% | 244 |
|