Pacific Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-83
| Closed | -$877 | – | 386 |
|
|
2024
Q4 | $877 | Sell |
83
-40
| -33% | -$423 | ﹤0.01% | 363 |
|
|
2024
Q3 | $1.02K | Sell |
123
-2
| -2% | -$17 | ﹤0.01% | 425 |
|
|
2024
Q2 | $930 | Hold |
125
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $1.09K | Hold |
125
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $1.42K | Buy |
+125
| New | +$1.42K | ﹤0.01% | 299 |
|