Valued Wealth 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
Q1 | – | Sell |
-67
| Closed | -$709 | – | 681 |
|
|
2024
Q4 | $709 | Buy |
+67
| New | +$709 | ﹤0.01% | 516 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$75 | – | 658 |
|
|
2024
Q2 | $75 | Hold |
10
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $88 | Sell |
10
-61
| -86% | -$537 | ﹤0.01% | 596 |
|
|
2023
Q4 | $772 | Buy |
+71
| New | +$772 | ﹤0.01% | 398 |
|