MWM
Mascoma Wealth Management’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42K | Sell |
211
-12
| -5% | -$138 | ﹤0.01% | 428 |
|
|
2025
Q1 | $2.39K | Hold |
223
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $2.36K | Hold |
223
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $1.84K | Sell |
223
-84
| -27% | -$693 | ﹤0.01% | 430 |
|
|
2024
Q2 | $2.28K | Buy |
307
+179
| +140% | +$1.33K | ﹤0.01% | 456 |
|
|
2024
Q1 | $1.12K | Sell |
128
-113
| -47% | -$986 | ﹤0.01% | 434 |
|
|
2023
Q4 | $2.74K | Sell |
241
-32
| -12% | -$364 | ﹤0.01% | 434 |
|
|
2023
Q3 | $2.97K | Sell |
273
-310
| -53% | -$3.37K | ﹤0.01% | 444 |
|
|
2023
Q2 | $8.41K | Sell |
583
-938
| -62% | -$13.5K | ﹤0.01% | 335 |
|
|
2023
Q1 | $20.7K | Buy |
1,521
+684
| +82% | +$9.31K | 0.01% | 338 |
|
|
2022
Q4 | $7.94K | Sell |
837
-85
| -9% | -$806 | ﹤0.01% | 436 |
|
|
2022
Q3 | $11K | Buy |
922
+131
| +17% | +$1.56K | ﹤0.01% | 393 |
|
|
2022
Q2 | $11K | Buy |
+791
| New | +$11K | ﹤0.01% | 413 |
|