Institutional & Family Asset Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2K | Sell |
161
-71
| -31% | -$528 | ﹤0.01% | 617 |
|
|
2024
Q1 | $2.03K | Sell |
232
-744
| -76% | -$6.49K | ﹤0.01% | 578 |
|
|
2023
Q4 | $11.1K | Sell |
976
-329
| -25% | -$3.74K | ﹤0.01% | 376 |
|
|
2023
Q3 | $14.2K | Hold |
1,305
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $16.4K | Sell |
1,305
-10
| -0.8% | -$125 | ﹤0.01% | 331 |
|
|
2023
Q1 | $19.9K | Sell |
1,315
-83
| -6% | -$1.25K | ﹤0.01% | 311 |
|
|
2022
Q4 | $13.3K | Sell |
1,398
-157
| -10% | -$1.49K | ﹤0.01% | 348 |
|
|
2022
Q3 | $18K | Hold |
1,555
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $21K | Buy |
+1,555
| New | +$21K | ﹤0.01% | 311 |
|