NewEdge Wealth’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,458
| Closed | -$86.3K | – | 960 |
|
|
2024
Q3 | $86.3K | Buy |
+10,458
| New | +$86.3K | ﹤0.01% | 860 |
|
|
2024
Q1 | – | Sell |
-11,166
| Closed | -$127K | – | 847 |
|
|
2023
Q4 | $127K | Sell |
11,166
-3,849
| -26% | -$43.8K | ﹤0.01% | 722 |
|
|
2023
Q3 | $163K | Buy |
15,015
+1,416
| +10% | +$15.4K | 0.01% | 623 |
|
|
2023
Q2 | $171K | Buy |
13,599
+1,196
| +10% | +$15K | 0.01% | 615 |
|
|
2023
Q1 | $187K | Buy |
12,403
+940
| +8% | +$14.2K | 0.01% | 586 |
|
|
2022
Q4 | $109K | Sell |
11,463
-2,325
| -17% | -$22K | ﹤0.01% | 530 |
|
|
2022
Q3 | $159K | Buy |
13,788
+199
| +1% | +$2.3K | 0.01% | 499 |
|
|
2022
Q2 | $182K | Buy |
+13,589
| New | +$182K | 0.01% | 532 |
|