New England Capital 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 | $36.2K | Buy |
3,156
+2
| +0.1% | +$23 | 0.02% | 137 |
|
|
2025
Q1 | $33.8K | Buy |
3,154
+206
| +7% | +$2.21K | 0.02% | 135 |
|
|
2024
Q4 | $31.2K | Hold |
2,948
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $24.3K | Sell |
2,948
-145
| -5% | -$1.2K | 0.01% | 158 |
|
|
2024
Q2 | $23K | Hold |
3,093
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $27K | Buy |
3,093
+742
| +32% | +$6.48K | 0.02% | 149 |
|
|
2023
Q4 | $26.8K | Sell |
2,351
-68
| -3% | -$774 | 0.02% | 145 |
|
|
2023
Q3 | $26.3K | Sell |
2,419
-59
| -2% | -$641 | 0.02% | 144 |
|
|
2023
Q2 | $31.1K | Sell |
2,478
-387
| -14% | -$4.85K | 0.02% | 140 |
|
|
2023
Q1 | $43.3K | Sell |
2,865
-49
| -2% | -$740 | 0.03% | 130 |
|
|
2022
Q4 | $37.9K | Buy |
+2,914
| New | +$37.9K | 0.03% | 140 |
|