Plancorp LLC’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,504
| Closed | -$93K | – | 329 |
|
|
2024
Q2 | $93K | Sell |
12,504
-578
| -4% | -$4.3K | ﹤0.01% | 289 |
|
|
2024
Q1 | $114K | Buy |
13,082
+475
| +4% | +$4.15K | 0.01% | 291 |
|
|
2023
Q4 | $143K | Sell |
12,607
-14,027
| -53% | -$160K | 0.01% | 273 |
|
|
2023
Q3 | $289K | Sell |
26,634
-1,997
| -7% | -$21.7K | 0.02% | 204 |
|
|
2023
Q2 | $359K | Sell |
28,631
-4,034
| -12% | -$50.6K | 0.02% | 177 |
|
|
2023
Q1 | $493K | Buy |
+32,665
| New | +$493K | 0.03% | 153 |
|