Legend Financial Advisors’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 |
-4
| Closed | -$42 | – | 252 |
|
|
2024
Q4 | $42 | Buy |
+4
| New | +$42 | ﹤0.01% | 260 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$30 | – | 279 |
|
|
2024
Q2 | $30 | Sell |
4
-155
| -97% | -$1.16K | ﹤0.01% | 290 |
|
|
2024
Q1 | $1.39K | Hold |
159
| – | – | ﹤0.01% | 179 |
|
|
2023
Q4 | $1.81K | Hold |
159
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $1.73K | Hold |
159
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $1.99K | Sell |
159
-11
| -6% | -$138 | ﹤0.01% | 198 |
|
|
2023
Q1 | $2.57K | Sell |
170
-399
| -70% | -$6.03K | ﹤0.01% | 204 |
|
|
2022
Q4 | $5.39K | Sell |
569
-399
| -41% | -$3.78K | ﹤0.01% | 198 |
|
|
2022
Q3 | $11.1K | Buy |
+968
| New | +$11.1K | 0.01% | 139 |
|