Patten & Patten’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,261
| Closed | -$166K | – | 322 |
|
|
2024
Q2 | $166K | Sell |
22,261
-1,400
| -6% | -$10.4K | 0.01% | 299 |
|
|
2024
Q1 | $207K | Buy |
23,661
+4,206
| +22% | +$36.7K | 0.01% | 297 |
|
|
2023
Q4 | $221K | Buy |
19,455
+3,168
| +19% | +$36.1K | 0.02% | 266 |
|
|
2023
Q3 | $177K | Buy |
+16,287
| New | +$177K | 0.02% | 272 |
|
|
2022
Q3 | – | Sell |
-17,898
| Closed | -$240K | – | 276 |
|
|
2022
Q2 | $240K | Buy |
+17,898
| New | +$240K | 0.02% | 251 |
|