Mayflower Financial Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,156
| Closed | -$275K | – | 366 |
|
|
2023
Q4 | $275K | Sell |
24,156
-1,138
| -4% | -$13K | 0.04% | 280 |
|
|
2023
Q3 | $275K | Sell |
25,294
-2,140
| -8% | -$23.2K | 0.04% | 262 |
|
|
2023
Q2 | $344K | Sell |
27,434
-1,365
| -5% | -$17.1K | 0.04% | 255 |
|
|
2023
Q1 | $435K | Buy |
28,799
+249
| +0.9% | +$3.76K | 0.06% | 222 |
|
|
2022
Q4 | $271K | Sell |
28,550
-3,849
| -12% | -$36.5K | 0.04% | 284 |
|
|
2022
Q3 | $373K | Sell |
32,399
-468
| -1% | -$5.39K | 0.06% | 226 |
|
|
2022
Q2 | $441K | Buy |
+32,867
| New | +$441K | 0.07% | 203 |
|