Patriot Financial Group Insurance Agency’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 | $308K | Buy |
26,846
+3,379
| +14% | +$38.7K | 0.04% | 399 |
|
|
2025
Q1 | $252K | Buy |
23,467
+2,370
| +11% | +$25.4K | 0.03% | 412 |
|
|
2024
Q4 | $223K | Sell |
21,097
-1,078
| -5% | -$11.4K | 0.03% | 426 |
|
|
2024
Q3 | $183K | Sell |
22,175
-3,276
| -13% | -$27K | 0.02% | 472 |
|
|
2024
Q2 | $189K | Buy |
25,451
+8,905
| +54% | +$66.3K | 0.03% | 450 |
|
|
2024
Q1 | $144K | Buy |
16,546
+821
| +5% | +$7.17K | 0.02% | 459 |
|
|
2023
Q4 | $179K | Sell |
15,725
-866
| -5% | -$9.86K | 0.03% | 433 |
|
|
2023
Q3 | $180K | Sell |
16,591
-135
| -0.8% | -$1.47K | 0.04% | 424 |
|
|
2023
Q2 | $210K | Buy |
16,726
+3,152
| +23% | +$39.5K | 0.04% | 420 |
|
|
2023
Q1 | $205K | Sell |
13,574
-7,040
| -34% | -$106K | 0.04% | 421 |
|
|
2022
Q4 | $195K | Buy |
20,614
+4,405
| +27% | +$41.8K | 0.03% | 397 |
|
|
2022
Q3 | $186K | Buy |
16,209
+5,726
| +55% | +$65.7K | 0.05% | 369 |
|
|
2022
Q2 | $141K | Buy |
+10,483
| New | +$141K | 0.03% | 461 |
|