Golden State Equity Partners’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 | $194K | Buy |
16,924
+487
| +3% | +$5.58K | 0.04% | 415 |
|
|
2025
Q1 | $176K | Buy |
16,437
+313
| +2% | +$3.36K | 0.03% | 413 |
|
|
2024
Q4 | $170K | Buy |
16,124
+986
| +7% | +$10.4K | 0.03% | 419 |
|
|
2024
Q3 | $125K | Sell |
15,138
-2,081
| -12% | -$17.2K | 0.07% | 251 |
|
|
2024
Q2 | $128K | Buy |
+17,219
| New | +$128K | 0.03% | 396 |
|
|
2023
Q4 | $192K | Buy |
16,871
+2,180
| +15% | +$24.8K | 0.05% | 345 |
|
|
2023
Q3 | $160K | Buy |
14,691
+2,626
| +22% | +$28.5K | 0.04% | 321 |
|
|
2023
Q2 | $151K | Buy |
+12,065
| New | +$151K | 0.04% | 355 |
|