Texas Capital Bank Wealth Management Services’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 |
-12,117
| Closed | -$152K | – | 238 |
|
|
2023
Q2 | $152K | Sell |
12,117
-178
| -1% | -$2.23K | 0.02% | 212 |
|
|
2023
Q1 | $186K | Sell |
12,295
-41
| -0.3% | -$619 | 0.02% | 177 |
|
|
2022
Q4 | $117K | Hold |
12,336
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $142K | Hold |
12,336
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $166K | Buy |
+12,336
| New | +$166K | 0.02% | 138 |
|