Morton Brown Family Wealth’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 | $676 | Hold |
59
| – | – | ﹤0.01% | 290 |
|
|
2025
Q1 | $633 | Hold |
59
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $624 | Sell |
59
-31
| -34% | -$328 | ﹤0.01% | 257 |
|
|
2024
Q3 | $743 | Hold |
90
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $767 | Hold |
90
| – | – | ﹤0.01% | 206 |
|
|
2024
Q1 | $786 | Sell |
90
-350
| -80% | -$3.06K | ﹤0.01% | 200 |
|
|
2023
Q4 | $5.01K | Buy |
440
+350
| +389% | +$3.98K | ﹤0.01% | 210 |
|
|
2023
Q3 | $977 | Hold |
90
| – | – | ﹤0.01% | 171 |
|
|
2023
Q2 | $1.13K | Hold |
90
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $1.36K | Hold |
90
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $853 | Hold |
90
| – | – | ﹤0.01% | 147 |
|
|
2022
Q3 | $1K | Sell |
90
-67
| -43% | -$744 | ﹤0.01% | 201 |
|
|
2022
Q2 | $2K | Buy |
+157
| New | +$2K | ﹤0.01% | 208 |
|