PFG Private Wealth Management’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 | – | Sell |
-24
| Closed | -$258 | – | 252 |
|
|
2025
Q1 | $258 | Hold |
24
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $254 | Hold |
24
| – | – | ﹤0.01% | 226 |
|
|
2024
Q3 | $198 | Sell |
24
-12
| -33% | -$99 | ﹤0.01% | 227 |
|
|
2024
Q2 | $268 | Buy |
36
+12
| +50% | +$89 | ﹤0.01% | 228 |
|
|
2024
Q1 | $210 | Hold |
24
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $273 | Sell |
24
-260
| -92% | -$2.96K | ﹤0.01% | 222 |
|
|
2023
Q3 | $3.08K | Hold |
284
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $3.56K | Hold |
284
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $4.29K | Sell |
284
-443
| -61% | -$6.69K | ﹤0.01% | 237 |
|
|
2022
Q4 | $7K | Buy |
727
+443
| +156% | +$4.27K | ﹤0.01% | 206 |
|
|
2022
Q3 | $3K | Hold |
284
| – | – | ﹤0.01% | 287 |
|
|
2022
Q2 | $4K | Buy |
+284
| New | +$4K | ﹤0.01% | 247 |
|