Goelzer Investment Management’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-53,671
Closed -$509K 243
2022
Q4
$509K Sell
53,671
-55,781
-51% -$529K 0.04% 181
2022
Q3
$1.26M Buy
109,452
+21,121
+24% +$243K 0.13% 140
2022
Q2
$1.19M Buy
+88,331
New +$1.19M 0.11% 144