Retirement 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
Q1
$135K Sell
15,514
-2,019
-12% -$17.6K 0.05% 139
2023
Q4
$200K Sell
17,533
-2,418
-12% -$27.5K 0.08% 105
2023
Q3
$217K Sell
19,951
-2,559
-11% -$27.8K 0.09% 96
2023
Q2
$282K Sell
22,510
-1,615
-7% -$20.3K 0.12% 84
2023
Q1
$364K Sell
24,125
-1,443
-6% -$21.8K 0.17% 66
2022
Q4
$242K Buy
25,568
+8,675
+51% +$82.1K 0.12% 71
2022
Q3
$194K Sell
16,893
-17,734
-51% -$204K 0.16% 55
2022
Q2
$465K Buy
+34,627
New +$465K 0.19% 64