Joel Isaacson & Co’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 |
-10,362
| Closed | -$110K | – | 414 |
|
|
2024
Q4 | $110K | Buy |
+10,362
| New | +$110K | ﹤0.01% | 370 |
|
|
2023
Q3 | – | Sell |
-10,088
| Closed | -$127K | – | 321 |
|
|
2023
Q2 | $127K | Buy |
10,088
+34
| +0.3% | +$426 | 0.01% | 310 |
|
|
2023
Q1 | $152K | Sell |
10,054
-19
| -0.2% | -$287 | 0.01% | 312 |
|
|
2022
Q4 | $95.5K | Sell |
10,073
-3,178
| -24% | -$30.1K | 0.01% | 314 |
|
|
2022
Q3 | $152K | Buy |
13,251
+1,055
| +9% | +$12.1K | 0.01% | 286 |
|
|
2022
Q2 | $164K | Buy |
+12,196
| New | +$164K | 0.01% | 284 |
|