Stokes Family Office’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,595
| Closed | -$189K | – | 234 |
|
|
2023
Q4 | $189K | Sell |
16,595
-457
| -3% | -$5.2K | 0.03% | 213 |
|
|
2023
Q3 | $185K | Sell |
17,052
-314
| -2% | -$3.41K | 0.02% | 311 |
|
|
2023
Q2 | $218K | Sell |
17,366
-772
| -4% | -$9.68K | 0.03% | 281 |
|
|
2023
Q1 | $274K | Sell |
18,138
-564
| -3% | -$8.52K | 0.03% | 239 |
|
|
2022
Q4 | $177K | Sell |
18,702
-1,097
| -6% | -$10.4K | 0.02% | 261 |
|
|
2022
Q3 | $228K | Buy |
19,799
+552
| +3% | +$6.36K | 0.03% | 239 |
|
|
2022
Q2 | $258K | Buy |
+19,247
| New | +$258K | 0.04% | 228 |
|