Kelleher Financial 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 | – | Sell |
-14,708
| Closed | -$184K | – | 116 |
|
|
2023
Q2 | $184K | Hold |
14,708
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $222K | Hold |
14,708
| – | – | 0.15% | 94 |
|
|
2022
Q4 | $139K | Sell |
14,708
-374
| -2% | -$3.55K | 0.1% | 93 |
|
|
2022
Q3 | $173K | Buy |
15,082
+1,807
| +14% | +$20.7K | 0.12% | 98 |
|
|
2022
Q2 | $178K | Buy |
+13,275
| New | +$178K | 0.08% | 126 |
|