Lake Street Advisors Group’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $169K | Sell |
15,989
-3,037
| -16% | -$32.1K | 0.01% | 572 |
|
|
2024
Q3 | $157K | Buy |
19,026
+5,243
| +38% | +$43.3K | 0.01% | 569 |
|
|
2024
Q2 | $103K | Buy |
+13,783
| New | +$103K | ﹤0.01% | 554 |
|
|
2023
Q4 | – | Sell |
-17,321
| Closed | -$188K | – | 658 |
|
|
2023
Q3 | $188K | Buy |
+17,321
| New | +$188K | 0.01% | 243 |
|
|
2023
Q2 | – | Sell |
-10,292
| Closed | -$155K | – | 360 |
|
|
2023
Q1 | $155K | Buy |
+10,292
| New | +$155K | 0.01% | 233 |
|
|
2022
Q4 | – | Sell |
-14,580
| Closed | -$168K | – | 363 |
|
|
2022
Q3 | $168K | Buy |
14,580
+3,041
| +26% | +$35K | 0.01% | 226 |
|
|
2022
Q2 | $155K | Buy |
+11,539
| New | +$155K | 0.01% | 200 |
|