Ruedi Wealth Management’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 |
-59
| Closed | -$633 | – | 324 |
|
2025
Q1 | $633 | Hold |
59
| – | – | ﹤0.01% | 304 |
|
2024
Q4 | $624 | Hold |
59
| – | – | ﹤0.01% | 309 |
|
2024
Q3 | $487 | Sell |
59
-33
| -36% | -$272 | ﹤0.01% | 317 |
|
2024
Q2 | $684 | Buy |
92
+33
| +56% | +$245 | ﹤0.01% | 398 |
|
2024
Q1 | $515 | Hold |
59
| – | – | ﹤0.01% | 249 |
|
2023
Q4 | $671 | Hold |
59
| – | – | ﹤0.01% | 229 |
|
2023
Q3 | $641 | Hold |
59
| – | – | ﹤0.01% | 208 |
|
2023
Q2 | $740 | Sell |
59
-48
| -45% | -$602 | ﹤0.01% | 208 |
|
2023
Q1 | $1.62K | Hold |
107
| – | – | ﹤0.01% | 228 |
|
2022
Q4 | $1.01K | Buy |
+107
| New | +$1.01K | ﹤0.01% | 218 |
|