Lee, Danner & Bass’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 | $419K | Sell |
36,561
-473
| -1% | -$5.42K | 0.03% | 180 |
|
|
2025
Q1 | $397K | Buy |
37,034
+72
| +0.2% | +$773 | 0.03% | 185 |
|
|
2024
Q4 | $391K | Sell |
36,962
-7,722
| -17% | -$81.6K | 0.03% | 189 |
|
|
2024
Q3 | $369K | Sell |
44,684
-601
| -1% | -$4.96K | 0.03% | 187 |
|
|
2024
Q2 | $337K | Buy |
+45,285
| New | +$337K | 0.03% | 183 |
|
|
2023
Q4 | $496K | Sell |
43,605
-1,575
| -3% | -$17.9K | 0.04% | 158 |
|
|
2023
Q3 | $491K | Sell |
45,180
-888
| -2% | -$9.65K | 0.04% | 158 |
|
|
2023
Q2 | $578K | Buy |
46,068
+19,515
| +73% | +$245K | 0.05% | 153 |
|
|
2023
Q1 | $401K | Sell |
26,553
-5,172
| -16% | -$78.1K | 0.04% | 162 |
|
|
2022
Q4 | $301K | Sell |
31,725
-14,959
| -32% | -$142K | 0.03% | 177 |
|
|
2022
Q3 | $537K | Buy |
46,684
+4,554
| +11% | +$52.4K | 0.06% | 149 |
|
|
2022
Q2 | $565K | Buy |
+42,130
| New | +$565K | 0.06% | 144 |
|