Valley Wealth Managers’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 | $9.08K | Sell |
792
-677
| -46% | -$7.76K | ﹤0.01% | 254 |
|
|
2025
Q1 | $15.8K | Sell |
1,469
-208
| -12% | -$2.23K | ﹤0.01% | 254 |
|
|
2024
Q4 | $17.7K | Buy |
1,677
+627
| +60% | +$6.63K | ﹤0.01% | 267 |
|
|
2024
Q3 | $8.66K | Buy |
1,050
+88
| +9% | +$726 | ﹤0.01% | 299 |
|
|
2024
Q2 | $7.16K | Hold |
962
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $8.4K | Hold |
962
| – | – | ﹤0.01% | 261 |
|
|
2023
Q4 | $10.9K | Hold |
962
| – | – | ﹤0.01% | 265 |
|
|
2023
Q3 | $10.4K | Hold |
962
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $12.1K | Hold |
962
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $14.5K | Sell |
962
-119
| -11% | -$1.8K | ﹤0.01% | 272 |
|
|
2022
Q4 | $10.2K | Sell |
1,081
-731
| -40% | -$6.93K | ﹤0.01% | 295 |
|
|
2022
Q3 | $21K | Sell |
1,812
-36,589
| -95% | -$424K | ﹤0.01% | 284 |
|
|
2022
Q2 | $516K | Buy |
+38,401
| New | +$516K | 0.05% | 128 |
|