JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Sell |
2,298
-1,084
| -32% | -$12.4K | ﹤0.01% | 600 |
|
|
2025
Q1 | $36.3K | Buy |
3,382
+799
| +31% | +$8.57K | ﹤0.01% | 536 |
|
|
2024
Q4 | $27.3K | Sell |
2,583
-299
| -10% | -$3.16K | ﹤0.01% | 575 |
|
|
2024
Q3 | $23.8K | Sell |
2,882
-509
| -15% | -$4.2K | ﹤0.01% | 604 |
|
|
2024
Q2 | $25.2K | Buy |
3,391
+284
| +9% | +$2.11K | ﹤0.01% | 556 |
|
|
2024
Q1 | $27.1K | Sell |
3,107
-250
| -7% | -$2.18K | ﹤0.01% | 561 |
|
|
2023
Q4 | $38.2K | Buy |
3,357
+35
| +1% | +$398 | ﹤0.01% | 454 |
|
|
2023
Q3 | $36.1K | Sell |
3,322
-724
| -18% | -$7.86K | ﹤0.01% | 417 |
|
|
2023
Q2 | $50.7K | Sell |
4,046
-170
| -4% | -$2.13K | ﹤0.01% | 368 |
|
|
2023
Q1 | $63.7K | Buy |
4,216
+77
| +2% | +$1.16K | 0.01% | 340 |
|
|
2022
Q4 | $39.2K | Buy |
4,139
+321
| +8% | +$3.04K | ﹤0.01% | 402 |
|
|
2022
Q3 | $44K | Sell |
3,818
-817
| -18% | -$9.42K | ﹤0.01% | 403 |
|
|
2022
Q2 | $62K | Buy |
+4,635
| New | +$62K | 0.01% | 364 |
|