Tyler-Stone Wealth 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
Q3 | – | Sell |
-1,930
| Closed | -$14.4K | – | 890 |
|
|
2024
Q2 | $14.4K | Sell |
1,930
-36
| -2% | -$268 | 0.01% | 574 |
|
|
2024
Q1 | $17.2K | Sell |
1,966
-1,784
| -48% | -$15.6K | 0.01% | 538 |
|
|
2023
Q4 | $42.7K | Sell |
3,750
-6,275
| -63% | -$71.4K | 0.02% | 371 |
|
|
2023
Q3 | $109K | Buy |
10,025
+204
| +2% | +$2.22K | 0.06% | 240 |
|
|
2023
Q2 | $123K | Buy |
+9,821
| New | +$123K | 0.07% | 224 |
|
|
2022
Q4 | $93K | Sell |
9,832
-384
| -4% | -$3.63K | 0.06% | 245 |
|
|
2022
Q3 | $117K | Sell |
10,216
-1,067
| -9% | -$12.2K | 0.09% | 195 |
|
|
2022
Q2 | $151K | Buy |
+11,283
| New | +$151K | 0.1% | 179 |
|