LRI Investments’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 | $108K | Buy |
9,454
+4,076
| +76% | +$46.7K | 0.01% | 420 |
|
|
2025
Q1 | $57.7K | Sell |
5,378
-3,701
| -41% | -$39.7K | 0.01% | 517 |
|
|
2024
Q4 | $96K | Buy |
9,079
+3,619
| +66% | +$38.3K | 0.01% | 422 |
|
|
2024
Q3 | $53.8K | Sell |
5,460
-3,361
| -38% | -$33.1K | 0.01% | 501 |
|
|
2024
Q2 | $65.6K | Buy |
8,821
+4,311
| +96% | +$32.1K | 0.01% | 450 |
|
|
2024
Q1 | $39.4K | Buy |
+4,510
| New | +$39.4K | 0.01% | 292 |
|