Keystone Financial Group (Kentucky)’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 | – | Sell |
-14,912
| Closed | -$146K | – | 443 |
|
|
2025
Q1 | $146K | Sell |
14,912
-1,761
| -11% | -$17.2K | 0.01% | 380 |
|
|
2024
Q4 | $168K | Buy |
+16,673
| New | +$168K | 0.02% | 375 |
|
|
2023
Q4 | – | Sell |
-12,144
| Closed | -$132K | – | 318 |
|
|
2023
Q3 | $132K | Sell |
12,144
-1,414
| -10% | -$15.4K | 0.02% | 292 |
|
|
2023
Q2 | $170K | Buy |
+13,558
| New | +$170K | 0.03% | 291 |
|
|
2022
Q4 | $137K | Sell |
14,456
-2,918
| -17% | -$27.7K | 0.03% | 273 |
|
|
2022
Q3 | $200K | Sell |
17,374
-2,564
| -13% | -$29.5K | 0.04% | 264 |
|
|
2022
Q2 | $268K | Buy |
+19,938
| New | +$268K | 0.05% | 225 |
|