Trifecta Capital 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 | $33.8K | Buy |
+2,948
| New | +$33.8K | 0.01% | 189 |
|
|
2024
Q2 | – | Sell |
-127
| Closed | -$1.11K | – | 432 |
|
|
2024
Q1 | $1.11K | Buy |
+127
| New | +$1.11K | ﹤0.01% | 365 |
|
|
2023
Q4 | – | Sell |
-174
| Closed | -$1.89K | – | 466 |
|
|
2023
Q3 | $1.89K | Hold |
174
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $2.18K | Hold |
174
| – | – | ﹤0.01% | 295 |
|
|
2023
Q1 | $2.63K | Hold |
174
| – | – | ﹤0.01% | 276 |
|
|
2022
Q4 | $1.65K | Buy |
+174
| New | +$1.65K | ﹤0.01% | 330 |
|