Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.03M | Buy |
232,876
+42,968
| +23% | +$375K | 2.47% | 19 |
|
|
2023
Q4 | $2.16M | Sell |
189,908
-6,112
| -3% | -$69.6K | 2.84% | 18 |
|
|
2023
Q3 | $2.13M | Buy |
196,020
+22,907
| +13% | +$249K | 3.11% | 15 |
|
|
2023
Q2 | $2.17M | Buy |
173,113
+1,465
| +0.9% | +$18.4K | 3.02% | 16 |
|
|
2023
Q1 | $2.59M | Buy |
171,648
+27,122
| +19% | +$410K | 3.77% | 7 |
|
|
2022
Q4 | $1.37M | Sell |
144,526
-4,018
| -3% | -$38.1K | 2.14% | 19 |
|
|
2022
Q3 | $1.71M | Buy |
148,544
+22,914
| +18% | +$263K | 2.97% | 15 |
|
|
2022
Q2 | $1.69M | Buy |
+125,630
| New | +$1.69M | 2.5% | 17 |
|