J.P. Morgan Private Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.01M | Buy |
+92,877
| New | +$1.01M | ﹤0.01% | 967 |
|
|
2023
Q2 | – | Sell |
-138,823
| Closed | -$2.1M | – | 1916 |
|
|
2023
Q1 | $2.1M | Sell |
138,823
-1,826
| -1% | -$27.6K | ﹤0.01% | 860 |
|
|
2022
Q4 | $1.33M | Sell |
140,649
-154,109
| -52% | -$1.46M | ﹤0.01% | 1019 |
|
|
2022
Q3 | $3.39M | Sell |
294,758
-149,153
| -34% | -$1.72M | 0.01% | 670 |
|
|
2022
Q2 | $5.96M | Buy |
+443,911
| New | +$5.96M | 0.02% | 524 |
|