Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.05K | Buy |
667
+40
| +6% | +$423 | ﹤0.01% | 539 |
|
|
2024
Q3 | $5.17K | Hold |
627
| – | – | ﹤0.01% | 563 |
|
|
2024
Q2 | $4.67K | Buy |
627
+169
| +37% | +$1.26K | ﹤0.01% | 536 |
|
|
2024
Q1 | $4K | Sell |
458
-72
| -14% | -$629 | ﹤0.01% | 551 |
|
|
2023
Q4 | $6.03K | Buy |
530
+72
| +16% | +$819 | ﹤0.01% | 531 |
|
|
2023
Q3 | $4.97K | Sell |
458
-1,006
| -69% | -$10.9K | ﹤0.01% | 540 |
|
|
2023
Q2 | $18.4K | Sell |
1,464
-500
| -25% | -$6.27K | ﹤0.01% | 399 |
|
|
2023
Q1 | $29.7K | Sell |
1,964
-58
| -3% | -$876 | 0.01% | 349 |
|
|
2022
Q4 | $19.2K | Sell |
2,022
-3,073
| -60% | -$29.1K | ﹤0.01% | 411 |
|
|
2022
Q3 | $59K | Sell |
5,095
-173
| -3% | -$2K | 0.02% | 264 |
|
|
2022
Q2 | $71K | Buy |
+5,268
| New | +$71K | 0.02% | 229 |
|