Pathstone Family Office’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $889K | Buy |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $558K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $41K | Buy |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $27K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $24K | Buy |
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