Laurie J. Hall Trustee’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,382
| Closed | -$99K | – | 241 |
|
2024
Q4 | $99K | Hold |
9,382
| – | – | 0.03% | 155 |
|
2024
Q3 | $77K | Hold |
9,382
| – | – | 0.02% | 175 |
|
2024
Q2 | $70K | Sell |
9,382
-1,320
| -12% | -$9.85K | 0.02% | 164 |
|
2024
Q1 | $93K | Hold |
10,702
| – | – | 0.03% | 149 |
|
2023
Q4 | $122K | Sell |
10,702
-2,823
| -21% | -$32.2K | 0.05% | 134 |
|
2023
Q3 | $146K | Hold |
13,525
| – | – | 0.06% | 120 |
|
2023
Q2 | $169K | Sell |
13,525
-457
| -3% | -$5.71K | 0.07% | 116 |
|
2023
Q1 | $211K | Sell |
13,982
-2,109
| -13% | -$31.8K | 0.09% | 104 |
|
2022
Q4 | $152K | Sell |
16,091
-1,124
| -7% | -$10.6K | 0.07% | 115 |
|
2022
Q3 | $198K | Buy |
+17,215
| New | +$198K | 0.1% | 99 |
|