Wedgewood Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,422
| Closed | -$205K | – | 38 |
|
|
2023
Q2 | $205K | Buy |
16,422
+69
| +0.4% | +$861 | 0.03% | 36 |
|
|
2023
Q1 | $246K | Sell |
16,353
-1,731
| -10% | -$26K | 0.04% | 35 |
|
|
2022
Q4 | $171K | Buy |
18,084
+1,500
| +9% | +$14.2K | 0.03% | 40 |
|
|
2022
Q3 | $190K | Buy |
16,584
+103
| +0.6% | +$1.18K | 0.04% | 40 |
|
|
2022
Q2 | $221K | Buy |
+16,481
| New | +$221K | 0.04% | 38 |
|