West Branch Capital’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-145
| Closed | -$1.2K | – | 639 |
|
|
2024
Q3 | $1.2K | Hold |
145
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $1.08K | Sell |
145
-193
| -57% | -$1.44K | ﹤0.01% | 391 |
|
|
2024
Q1 | $2.95K | Hold |
338
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $3.85K | Hold |
338
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $3.67K | Hold |
338
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $4.24K | Hold |
338
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $5.1K | Hold |
338
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $3.2K | Sell |
338
-4,155
| -92% | -$39.4K | ﹤0.01% | 376 |
|
|
2022
Q3 | $52K | Sell |
4,493
-1,820
| -29% | -$21.1K | 0.03% | 164 |
|
|
2022
Q2 | $85K | Buy |
+6,313
| New | +$85K | 0.05% | 132 |
|