Michels Family Financial’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
$514K Sell
44,843
-2,013
-4% -$23.1K 0.44% 81
2025
Q1
$503K Sell
46,856
-123
-0.3% -$1.32K 0.45% 77
2024
Q4
$497K Buy
+46,979
New +$497K 0.45% 77