Sculati 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-12,602
| Closed | -$137K | – | 103 |
|
2023
Q3 | $137K | Sell |
12,602
-5,848
| -32% | -$63.5K | 0.07% | 99 |
|
2023
Q2 | $231K | Sell |
18,450
-847
| -4% | -$10.6K | 0.12% | 94 |
|
2023
Q1 | $291K | Sell |
19,297
-4,275
| -18% | -$64.6K | 0.15% | 88 |
|
2022
Q4 | $223K | Sell |
23,572
-19,991
| -46% | -$189K | 0.13% | 97 |
|
2022
Q3 | $501K | Buy |
43,563
+10,035
| +30% | +$115K | 0.3% | 80 |
|
2022
Q2 | $450K | Buy |
+33,528
| New | +$450K | 0.26% | 80 |
|