Pinnacle Wealth Management Advisory Group’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,190
| Closed | -$89K | – | 367 |
|
|
2024
Q1 | $89K | Buy |
10,190
+174
| +2% | +$1.52K | 0.01% | 339 |
|
|
2023
Q4 | $114K | Buy |
+10,016
| New | +$114K | 0.01% | 322 |
|
|
2023
Q3 | – | Sell |
-10,792
| Closed | -$135K | – | 334 |
|
|
2023
Q2 | $135K | Sell |
10,792
-935
| -8% | -$11.7K | 0.02% | 319 |
|
|
2023
Q1 | $177K | Buy |
+11,727
| New | +$177K | 0.02% | 304 |
|