LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,875
| Closed | -$19.7K | – | 585 |
|
|
2024
Q4 | $19.7K | Hold |
1,875
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $14.1K | Sell |
1,875
-288
| -13% | -$2.17K | ﹤0.01% | 482 |
|
|
2024
Q2 | $17.3K | Buy |
2,163
+288
| +15% | +$2.3K | ﹤0.01% | 461 |
|
|
2024
Q1 | $15.9K | Sell |
1,875
-834
| -31% | -$7.06K | ﹤0.01% | 472 |
|
|
2023
Q4 | $27.1K | Sell |
2,709
-217
| -7% | -$2.17K | ﹤0.01% | 443 |
|
|
2023
Q3 | $32.4K | Sell |
2,926
-33
| -1% | -$366 | ﹤0.01% | 455 |
|
|
2023
Q2 | $37.1K | Buy |
+2,959
| New | +$37.1K | ﹤0.01% | 454 |
|
|
2022
Q4 | – | Sell |
-28,374
| Closed | -$326K | – | 609 |
|
|
2022
Q3 | $326K | Sell |
28,374
-5,527
| -16% | -$63.5K | ﹤0.01% | 242 |
|
|
2022
Q2 | $455K | Buy |
+33,901
| New | +$455K | 0.01% | 217 |
|