PA
Perennial Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
+11,209
| New | +$128K | 0.02% | 120 |
|
|
2024
Q2 | – | Sell |
-16,248
| Closed | -$142K | – | 114 |
|
|
2024
Q1 | $142K | Hold |
16,248
| – | – | 0.03% | 107 |
|
|
2023
Q4 | $185K | Sell |
16,248
-22,609
| -58% | -$257K | 0.05% | 110 |
|
|
2023
Q3 | $422K | Sell |
38,857
-5,338
| -12% | -$58K | 0.11% | 81 |
|
|
2023
Q2 | $554K | Buy |
+44,195
| New | +$554K | 0.14% | 76 |
|