SFMG Wealth Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-33,116
Closed -$314K 279
2022
Q4
$314K Sell
33,116
-8,843
-21% -$83.8K 0.03% 177
2022
Q3
$489K Sell
41,959
-1,848
-4% -$21.5K 0.06% 126
2022
Q2
$588K Buy
+43,807
New +$588K 0.07% 116