Tortoise Investment Management’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 | $25.7K | Buy |
2,239
+237
| +12% | +$2.72K | ﹤0.01% | 467 |
|
|
2025
Q1 | $21.5K | Hold |
2,002
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $21.2K | Hold |
2,002
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $16.5K | Sell |
2,002
-70
| -3% | -$578 | ﹤0.01% | 580 |
|
|
2024
Q2 | $15.4K | Buy |
2,072
+140
| +7% | +$1.04K | ﹤0.01% | 573 |
|
|
2024
Q1 | $16.9K | Hold |
1,932
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $22K | Sell |
1,932
-108
| -5% | -$1.23K | ﹤0.01% | 468 |
|
|
2023
Q3 | $22.2K | Hold |
2,040
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $25.6K | Hold |
2,040
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $30.8K | Hold |
2,040
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $19.3K | Buy |
2,040
+2
| +0.1% | +$19 | ﹤0.01% | 460 |
|
|
2022
Q3 | $23K | Buy |
2,038
+143
| +8% | +$1.61K | ﹤0.01% | 426 |
|
|
2022
Q2 | $25K | Buy |
+1,895
| New | +$25K | ﹤0.01% | 399 |
|