Tompkins Financial’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 | $56.3K | Sell |
4,913
-380
| -7% | -$4.36K | 0.01% | 307 |
|
|
2025
Q1 | $56.8K | Buy |
5,293
+8
| +0.2% | +$86 | 0.01% | 312 |
|
|
2024
Q4 | $55.9K | Buy |
5,285
+1,780
| +51% | +$18.8K | 0.01% | 309 |
|
|
2024
Q3 | $28.9K | Sell |
3,505
-6,235
| -64% | -$51.4K | ﹤0.01% | 385 |
|
|
2024
Q2 | $72.5K | Buy |
9,740
+37
| +0.4% | +$275 | 0.01% | 307 |
|
|
2024
Q1 | $84.7K | Sell |
9,703
-876
| -8% | -$7.65K | 0.01% | 301 |
|
|
2023
Q4 | $120K | Sell |
10,579
-727
| -6% | -$8.27K | 0.01% | 250 |
|
|
2023
Q3 | $123K | Sell |
11,306
-81
| -0.7% | -$880 | 0.02% | 222 |
|
|
2023
Q2 | $143K | Hold |
11,387
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $172K | Sell |
11,387
-1,277
| -10% | -$19.3K | 0.03% | 192 |
|
|
2022
Q4 | $120K | Sell |
12,664
-4,926
| -28% | -$46.7K | 0.02% | 236 |
|
|
2022
Q3 | $203K | Buy |
+17,590
| New | +$203K | 0.03% | 168 |
|