PWAM
Pinnacle West Asset Management’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,578
| Closed | -$120K | – | 116 |
|
|
2024
Q3 | $120K | Buy |
14,578
+290
| +2% | +$2.39K | 0.09% | 113 |
|
|
2024
Q2 | $106K | Sell |
14,288
-193
| -1% | -$1.43K | 0.08% | 105 |
|
|
2024
Q1 | $126K | Buy |
14,481
+387
| +3% | +$3.37K | 0.1% | 105 |
|
|
2023
Q4 | $160K | Buy |
14,094
+2,088
| +17% | +$23.7K | 0.14% | 100 |
|
|
2023
Q3 | $130K | Buy |
+12,006
| New | +$130K | 0.13% | 97 |
|