West Oak Capital’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
$8 Hold
72
﹤0.01% 278
2025
Q1
$8 Hold
72
﹤0.01% 282
2024
Q4
$8K Hold
72
﹤0.01% 284
2024
Q3
$6 Hold
72
﹤0.01% 291
2024
Q2
$536 Hold
72
﹤0.01% 306
2024
Q1
$1K Hold
72
﹤0.01% 296
2023
Q4
$1K Hold
72
﹤0.01% 301
2023
Q3
$1K Hold
72
﹤0.01% 298
2023
Q2
$903 Hold
72
﹤0.01% 297
2023
Q1
$1.09K Hold
72
﹤0.01% 296
2022
Q4
$1K Hold
72
﹤0.01% 279
2022
Q3
$1K Sell
72
-82
-53% -$1.14K ﹤0.01% 319
2022
Q2
$2K Buy
+154
New +$2K ﹤0.01% 302