M Holdings Securities’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
447
2023
Q1
Sell
-33,766
Closed -$320K 483
2022
Q4
$320K Sell
33,766
-3,090
-8% -$29.3K 0.03% 326
2022
Q3
$424K Buy
36,856
+1,591
+5% +$18.3K 0.05% 269
2022
Q2
$473K Buy
+35,265
New +$473K 0.05% 258