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 |
|