Moser Wealth 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
Q2 | – | Sell |
-9,839
| Closed | -$85.9K | – | 154 |
|
|
2024
Q1 | $85.9K | Sell |
9,839
-2,900
| -23% | -$25.3K | 0.05% | 88 |
|
|
2023
Q4 | $145K | Sell |
12,739
-1,500
| -11% | -$17.1K | 0.09% | 75 |
|
|
2023
Q3 | $155K | Hold |
14,239
| – | – | 0.11% | 68 |
|
|
2023
Q2 | $179K | Buy |
+14,239
| New | +$179K | 0.12% | 67 |
|
|
2022
Q4 | $185K | Sell |
19,554
-15,700
| -45% | -$149K | 0.14% | 67 |
|
|
2022
Q3 | $405K | Hold |
35,254
| – | – | 0.32% | 57 |
|
|
2022
Q2 | $473K | Buy |
+35,254
| New | +$473K | 0.35% | 54 |
|