L.J. Altfest & 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
Q2 | $195K | Sell |
17,010
-130
| -0.8% | -$1.49K | 0.02% | 321 |
|
|
2025
Q1 | $184K | Sell |
17,140
-206
| -1% | -$2.21K | 0.02% | 312 |
|
|
2024
Q4 | $183K | Sell |
17,346
-688
| -4% | -$7.27K | 0.02% | 316 |
|
|
2024
Q3 | $149K | Buy |
18,034
+73
| +0.4% | +$603 | 0.02% | 322 |
|
|
2024
Q2 | $134K | Sell |
17,961
-361
| -2% | -$2.69K | 0.02% | 307 |
|
|
2024
Q1 | $160K | Sell |
18,322
-258
| -1% | -$2.25K | 0.02% | 304 |
|
|
2023
Q4 | $211K | Buy |
18,580
+6,012
| +48% | +$68.3K | 0.03% | 288 |
|
|
2023
Q3 | $136K | Sell |
12,568
-118
| -0.9% | -$1.28K | 0.02% | 282 |
|
|
2023
Q2 | $159K | Sell |
12,686
-228
| -2% | -$2.86K | 0.02% | 284 |
|
|
2023
Q1 | $195K | Sell |
12,914
-518
| -4% | -$7.82K | 0.03% | 268 |
|
|
2022
Q4 | $127K | Buy |
13,432
+157
| +1% | +$1.48K | 0.02% | 251 |
|
|
2022
Q3 | $153K | Sell |
13,275
-217
| -2% | -$2.5K | 0.03% | 252 |
|
|
2022
Q2 | $181K | Buy |
+13,492
| New | +$181K | 0.03% | 246 |
|