Perennial Investment 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
Q2 | $161K | Buy |
14,017
+1,464
| +12% | +$16.8K | 0.02% | 442 |
|
|
2025
Q1 | $135K | Buy |
+12,553
| New | +$135K | 0.02% | 415 |
|
|
2024
Q1 | – | Sell |
-10,307
| Closed | -$117K | – | 364 |
|
|
2023
Q4 | $117K | Sell |
10,307
-627
| -6% | -$7.14K | 0.02% | 321 |
|
|
2023
Q3 | $119K | Sell |
10,934
-1,079
| -9% | -$11.7K | 0.02% | 318 |
|
|
2023
Q2 | $151K | Sell |
12,013
-229
| -2% | -$2.87K | 0.03% | 315 |
|
|
2023
Q1 | $185K | Buy |
12,242
+1,336
| +12% | +$20.2K | 0.03% | 314 |
|
|
2022
Q4 | $103K | Buy |
10,906
+83
| +0.8% | +$787 | 0.04% | 215 |
|
|
2022
Q3 | $124K | Buy |
+10,823
| New | +$124K | 0.06% | 197 |
|