Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,765
| Closed | -$29.2K | – | 1829 |
|
|
2024
Q4 | $29.2K | Buy |
2,765
+743
| +37% | +$7.85K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $16.7K | Buy |
2,022
+423
| +26% | +$3.49K | ﹤0.01% | 1064 |
|
|
2024
Q2 | $11.9K | Buy |
1,599
+934
| +140% | +$6.95K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $5.81K | Sell |
665
-125
| -16% | -$1.09K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $8.99K | Buy |
790
+216
| +38% | +$2.46K | ﹤0.01% | 893 |
|
|
2023
Q3 | $6.24K | Sell |
574
-93
| -14% | -$1.01K | ﹤0.01% | 915 |
|
|
2023
Q2 | $8.37K | Buy |
667
+73
| +12% | +$916 | ﹤0.01% | 676 |
|
|
2023
Q1 | $8.97K | Buy |
+594
| New | +$8.97K | ﹤0.01% | 732 |
|