Sanders Morris Harris’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,152
| Closed | -$215K | – | 255 |
|
|
2023
Q3 | $215K | Hold |
20,152
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $257K | Buy |
20,152
+9,361
| +87% | +$119K | 0.06% | 206 |
|
|
2023
Q1 | $163K | Sell |
10,791
-12,557
| -54% | -$190K | 0.06% | 127 |
|
|
2022
Q4 | $221K | Sell |
23,348
-5,538
| -19% | -$52.5K | 0.08% | 177 |
|
|
2022
Q3 | $335K | Buy |
28,886
+12,204
| +73% | +$142K | 0.08% | 183 |
|
|
2022
Q2 | $232K | Buy |
+16,682
| New | +$232K | 0.05% | 240 |
|