LGT 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
Q2 | $539 | Buy |
47
+19
| +68% | +$218 | ﹤0.01% | 425 |
|
|
2025
Q1 | $300 | Sell |
28
-239
| -90% | -$2.56K | ﹤0.01% | 280 |
|
|
2024
Q4 | $2.82K | Hold |
267
| – | – | 0.01% | 655 |
|
|
2024
Q3 | $2.2K | Sell |
267
-759
| -74% | -$6.26K | 0.01% | 654 |
|
|
2024
Q2 | $7.63K | Sell |
1,026
-1,932
| -65% | -$14.4K | 0.02% | 522 |
|
|
2024
Q1 | $25.8K | Hold |
2,958
| – | – | 0.03% | 319 |
|
|
2023
Q4 | $33.7K | Sell |
2,958
-187
| -6% | -$2.13K | 0.04% | 256 |
|
|
2023
Q3 | $34.2K | Buy |
+3,145
| New | +$34.2K | 0.04% | 259 |
|