Mosaic Financial Group’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 | $270K | Hold |
23,551
| – | – | 0.21% | 99 |
|
|
2025
Q1 | $253K | Sell |
23,551
-23,413
| -50% | -$252K | 0.21% | 98 |
|
|
2024
Q4 | $496K | Sell |
46,964
-12,074
| -20% | -$128K | 0.36% | 60 |
|
|
2024
Q3 | $487K | Sell |
59,038
-12,554
| -18% | -$104K | 0.35% | 62 |
|
|
2024
Q2 | $533K | Buy |
71,592
+30,227
| +73% | +$225K | 0.38% | 59 |
|
|
2024
Q1 | $361K | Buy |
+41,365
| New | +$361K | 0.29% | 68 |
|