Keystone Financial Planning’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 | $739K | Buy |
64,449
+307
| +0.5% | +$3.52K | 0.22% | 35 |
|
|
2025
Q1 | $688K | Hold |
64,142
| – | – | 0.21% | 38 |
|
|
2024
Q4 | $678K | Sell |
64,142
-2,946
| -4% | -$31.1K | 0.21% | 38 |
|
|
2024
Q3 | $553K | Buy |
67,088
+7
| +0% | +$58 | 0.17% | 39 |
|
|
2024
Q2 | $499K | Sell |
67,081
-94
| -0.1% | -$699 | 0.17% | 40 |
|
|
2024
Q1 | $586K | Sell |
67,175
-1,329
| -2% | -$11.6K | 0.19% | 39 |
|
|
2023
Q4 | $780K | Hold |
68,504
| – | – | 0.26% | 37 |
|
|
2023
Q3 | $744K | Sell |
68,504
-1,161
| -2% | -$12.6K | 0.26% | 37 |
|
|
2023
Q2 | $874K | Buy |
69,665
+854
| +1% | +$10.7K | 0.29% | 37 |
|
|
2023
Q1 | $1.04M | Sell |
68,811
-179
| -0.3% | -$2.7K | 0.35% | 36 |
|
|
2022
Q4 | $654K | Sell |
68,990
-368
| -0.5% | -$3.49K | 0.22% | 38 |
|
|
2022
Q3 | $798K | Buy |
+69,358
| New | +$798K | 0.31% | 38 |
|