Mark Sheptoff Financial Planning’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$1.06K | – | 468 |
|
|
2024
Q4 | $1.06K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $825 | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $744 | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $873 | Hold |
100
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $1.14K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $1.09K | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $1.25K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $1.51K | Buy |
+100
| New | +$1.51K | ﹤0.01% | 353 |
|
|
2022
Q4 | – | Sell |
-120
| Closed | -$1K | – | 404 |
|
|
2022
Q3 | $1K | Buy |
+120
| New | +$1K | ﹤0.01% | 361 |
|