True Wealth Design’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 | $3.55K | Buy |
310
+81
| +35% | +$928 | ﹤0.01% | 949 |
|
|
2025
Q1 | $2.46K | Buy |
229
+166
| +263% | +$1.78K | ﹤0.01% | 936 |
|
|
2024
Q4 | $666 | Buy |
63
+17
| +37% | +$180 | ﹤0.01% | 1039 |
|
|
2024
Q3 | $380 | Hold |
46
| – | – | ﹤0.01% | 1136 |
|
|
2024
Q2 | $343 | Sell |
46
-12
| -21% | -$89 | ﹤0.01% | 702 |
|
|
2024
Q1 | $507 | Buy |
58
+18
| +45% | +$157 | ﹤0.01% | 625 |
|
|
2023
Q4 | $456 | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $435 | Hold |
40
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $502 | Hold |
40
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $604 | Sell |
40
-28
| -41% | -$423 | ﹤0.01% | 488 |
|
|
2022
Q4 | $645 | Buy |
+68
| New | +$645 | ﹤0.01% | 400 |
|