Tanglewood Legacy Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28K | Hold |
112
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $1.2K | Hold |
112
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $1.18K | Hold |
112
| – | – | ﹤0.01% | 291 |
|
|
2024
Q3 | $924 | Sell |
112
-241
| -68% | -$1.99K | ﹤0.01% | 277 |
|
|
2024
Q2 | $2.63K | Hold |
353
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $3.08K | Sell |
353
-198
| -36% | -$1.73K | ﹤0.01% | 273 |
|
|
2023
Q4 | $6.27K | Sell |
551
-154
| -22% | -$1.75K | ﹤0.01% | 254 |
|
|
2023
Q3 | $7.66K | Sell |
705
-66
| -9% | -$717 | ﹤0.01% | 255 |
|
|
2023
Q2 | $9.66K | Hold |
771
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $11.6K | Sell |
771
-96
| -11% | -$1.45K | 0.01% | 232 |
|
|
2022
Q4 | $8.21K | Buy |
+867
| New | +$8.21K | 0.01% | 215 |
|