West Financial 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
Q2 | $23 | Hold |
2
| – | – | ﹤0.01% | 206 |
|
|
2025
Q1 | $22 | Hold |
2
| – | – | ﹤0.01% | 202 |
|
|
2024
Q4 | $22 | Buy |
+2
| New | +$22 | ﹤0.01% | 204 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$109 | – | 207 |
|
|
2023
Q3 | $109 | Hold |
10
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $126 | Buy |
+10
| New | +$126 | ﹤0.01% | 184 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$9 | – | 174 |
|
|
2022
Q4 | $9 | Hold |
1
| – | – | ﹤0.01% | 164 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 193 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 200 |
|