Good Life Advisors’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 |
-11,952
| Closed | -$126K | – | 523 |
|
|
2024
Q4 | $126K | Buy |
11,952
+1,930
| +19% | +$20.4K | 0.01% | 476 |
|
|
2024
Q3 | $82.7K | Buy |
+10,022
| New | +$82.7K | 0.01% | 553 |
|
|
2024
Q2 | – | Sell |
-10,299
| Closed | -$89.9K | – | 489 |
|
|
2024
Q1 | $89.9K | Sell |
10,299
-287
| -3% | -$2.51K | 0.01% | 450 |
|
|
2023
Q4 | $120K | Sell |
10,586
-887
| -8% | -$10.1K | 0.01% | 424 |
|
|
2023
Q3 | $125K | Buy |
11,473
+29
| +0.3% | +$315 | 0.01% | 399 |
|
|
2023
Q2 | $144K | Buy |
11,444
+1,295
| +13% | +$16.2K | 0.02% | 400 |
|
|
2023
Q1 | $153K | Sell |
10,149
-2,817
| -22% | -$42.5K | 0.02% | 377 |
|
|
2022
Q4 | $123K | Sell |
12,966
-479
| -4% | -$4.54K | 0.02% | 346 |
|
|
2022
Q3 | $155K | Sell |
13,445
-2,274
| -14% | -$26.2K | 0.02% | 325 |
|
|
2022
Q2 | $211K | Buy |
+15,719
| New | +$211K | 0.03% | 313 |
|