Western Pacific 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
Q2 | $235K | Sell |
20,465
-128
| -0.6% | -$1.47K | 0.22% | 56 |
|
|
2025
Q1 | $221K | Hold |
20,593
| – | – | 0.2% | 55 |
|
|
2024
Q4 | $218K | Buy |
20,593
+6,790
| +49% | +$71.8K | 0.18% | 57 |
|
|
2024
Q3 | $114K | Sell |
13,803
-100
| -0.7% | -$825 | 0.08% | 101 |
|
|
2024
Q2 | $103K | Sell |
13,903
-6,285
| -31% | -$46.8K | 0.08% | 92 |
|
|
2024
Q1 | $176K | Buy |
20,188
+6,750
| +50% | +$58.9K | 0.13% | 61 |
|
|
2023
Q4 | $153K | Buy |
13,438
+615
| +5% | +$7K | 0.11% | 59 |
|
|
2023
Q3 | $139K | Buy |
12,823
+5,475
| +75% | +$59.5K | 0.11% | 59 |
|
|
2023
Q2 | $92.1K | Sell |
7,348
-121
| -2% | -$1.52K | 0.07% | 88 |
|
|
2023
Q1 | $113K | Hold |
7,469
| – | – | 0.09% | 76 |
|
|
2022
Q4 | $70.8K | Buy |
7,469
+2,016
| +37% | +$19.1K | 0.06% | 104 |
|
|
2022
Q3 | $62K | Buy |
5,453
+5,225
| +2,292% | +$59.4K | 0.06% | 82 |
|
|
2022
Q2 | $3K | Buy |
+228
| New | +$3K | ﹤0.01% | 170 |
|