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Litman Gregory Wealth Management’s Warner Bros WBD Stock Holding History

Litman Gregory Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,172
Closed -$186K – 127
2023
Q3 		$186K Buy
+17,172
New +$186K 0.02% 120
2023
Q2 		– Sell
-28,295
Closed -$427K – 112
2023
Q1 		$427K Buy
+28,295
New +$427K 0.16% 23