McClarren 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-21
| Closed | -$3K | – | 300 |
|
2025
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 246 |
|
2024
Q4 | – | Sell |
-8
| Closed | – | – | 326 |
|
2024
Q3 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 363 |
|
2024
Q2 | $0 | Buy |
7
+6
| +600% | – | ﹤0.01% | 379 |
|
2024
Q1 | $1K | Sell |
1
-45
| -98% | -$45K | ﹤0.01% | 346 |
|
2023
Q4 | $1K | Buy |
46
+45
| +4,500% | +$978 | ﹤0.01% | 365 |
|
2023
Q3 | $0 | Sell |
1
-28
| -97% | – | ﹤0.01% | 410 |
|
2023
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 478 |
|
2023
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 473 |
|
2022
Q4 | $0 | Hold |
29
| – | – | ﹤0.01% | 484 |
|
2022
Q3 | $0 | Buy |
+29
| New | – | ﹤0.01% | 336 |
|