Lodestone Wealth Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,481
| Closed | -$190K | – | 155 |
|
|
2024
Q2 | $190K | Sell |
25,481
-190
| -0.7% | -$1.41K | 0.1% | 147 |
|
|
2024
Q1 | $224K | Sell |
25,671
-68,624
| -73% | -$599K | 0.12% | 145 |
|
|
2023
Q4 | $1.07M | Buy |
94,295
+13,578
| +17% | +$155K | 0.62% | 55 |
|
|
2023
Q3 | $877K | Sell |
80,717
-29,982
| -27% | -$326K | 0.61% | 54 |
|
|
2023
Q2 | $1.39M | Buy |
110,699
+18,754
| +20% | +$235K | 0.95% | 35 |
|
|
2023
Q1 | $1.39M | Sell |
91,945
-141
| -0.2% | -$2.13K | 1.07% | 35 |
|
|
2022
Q4 | $873K | Buy |
+92,086
| New | +$873K | 0.7% | 49 |
|