Ritter Daniher Financial Advisory’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120
| Closed | -$1.29K | – | 342 |
|
|
2025
Q1 | $1.29K | Hold |
120
| – | – | ﹤0.01% | 288 |
|
|
2024
Q4 | $1.27K | Hold |
120
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $990 | Hold |
120
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $893 | Sell |
120
-424
| -78% | -$3.16K | ﹤0.01% | 292 |
|
|
2024
Q1 | $4.75K | Hold |
544
| – | – | ﹤0.01% | 254 |
|
|
2023
Q4 | $6.19K | Hold |
544
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $5.91K | Hold |
544
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $6.82K | Buy |
544
+402
| +283% | +$5.04K | ﹤0.01% | 241 |
|
|
2023
Q1 | $2.15K | Buy |
142
+22
| +18% | +$332 | ﹤0.01% | 256 |
|
|
2022
Q4 | $1.14K | Sell |
120
-133
| -53% | -$1.26K | ﹤0.01% | 259 |
|
|
2022
Q3 | $3K | Hold |
253
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $3K | Buy |
+253
| New | +$3K | ﹤0.01% | 215 |
|