Lorne Steinberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
222,397
-6,340
| -3% | -$72.7K | 0.67% | 52 |
|
|
2025
Q1 | $2.45M | Buy |
228,737
+1,075
| +0.5% | +$11.5K | 0.72% | 51 |
|
|
2024
Q4 | $2.41M | Buy |
227,662
+2,960
| +1% | +$31.3K | 0.7% | 51 |
|
|
2024
Q3 | $1.85M | Sell |
224,702
-5,425
| -2% | -$44.8K | 0.54% | 53 |
|
|
2024
Q2 | $1.71M | Buy |
230,127
+2,700
| +1% | +$20.1K | 0.55% | 53 |
|
|
2024
Q1 | $1.99M | Buy |
227,427
+4,900
| +2% | +$42.8K | 0.62% | 52 |
|
|
2023
Q4 | $2.53M | Buy |
222,527
+5,493
| +3% | +$62.5K | 0.85% | 49 |
|
|
2023
Q3 | $2.36M | Buy |
217,034
+580
| +0.3% | +$6.3K | 0.91% | 48 |
|
|
2023
Q2 | $2.71M | Sell |
216,454
-1,238
| -0.6% | -$15.5K | 1.02% | 46 |
|
|
2023
Q1 | $3.29M | Buy |
217,692
+5,975
| +3% | +$90.2K | 1.31% | 44 |
|
|
2022
Q4 | $2.01M | Sell |
211,717
-8,115
| -4% | -$76.9K | 0.86% | 49 |
|
|
2022
Q3 | $2.53M | Buy |
219,832
+925
| +0.4% | +$10.6K | 1.23% | 41 |
|
|
2022
Q2 | $2.94M | Buy |
+218,907
| New | +$2.94M | 1.38% | 38 |
|