Investment House LLC’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 | $2.5M | Buy |
+218,488
| New | +$2.5M | 0.13% | 113 |
|
|
2024
Q3 | – | Sell |
-174,324
| Closed | -$1.3M | – | 219 |
|
|
2024
Q2 | $1.3M | Sell |
174,324
-38,987
| -18% | -$290K | 0.07% | 120 |
|
|
2024
Q1 | $1.86M | Buy |
+213,311
| New | +$1.86M | 0.11% | 103 |
|
|
2023
Q3 | – | Sell |
-116,197
| Closed | -$1.46M | – | 197 |
|
|
2023
Q2 | $1.46M | Buy |
+116,197
| New | +$1.46M | 0.11% | 100 |
|