Shelter Mutual Insurance’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-111,790
| Closed | -$1.4M | – | 66 |
|
|
2023
Q2 | $1.4M | Hold |
111,790
| – | – | 0.34% | 54 |
|
|
2023
Q1 | $1.69M | Hold |
111,790
| – | – | 0.47% | 45 |
|
|
2022
Q4 | $1.06M | Hold |
111,790
| – | – | 0.3% | 48 |
|
|
2022
Q3 | $1.29M | Hold |
111,790
| – | – | 0.42% | 47 |
|
|
2022
Q2 | $1.5M | Buy |
+111,790
| New | +$1.5M | 0.45% | 48 |
|