Westside Investment 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 | $5.08K | Sell |
443
-539
| -55% | -$6.18K | ﹤0.01% | 1149 |
|
2025
Q1 | $10.5K | Sell |
982
-67
| -6% | -$719 | ﹤0.01% | 678 |
|
2024
Q4 | $11.1K | Buy |
1,049
+40
| +4% | +$423 | ﹤0.01% | 667 |
|
2024
Q3 | $8.33K | Hold |
1,009
| – | – | ﹤0.01% | 712 |
|
2024
Q2 | $7.51K | Sell |
1,009
-11
| -1% | -$82 | ﹤0.01% | 702 |
|
2024
Q1 | $8.91K | Sell |
1,020
-427
| -30% | -$3.73K | ﹤0.01% | 650 |
|
2023
Q4 | $16.5K | Sell |
1,447
-27
| -2% | -$307 | ﹤0.01% | 524 |
|
2023
Q3 | $16K | Buy |
1,474
+875
| +146% | +$9.5K | ﹤0.01% | 511 |
|
2023
Q2 | $7.51K | Sell |
599
-144
| -19% | -$1.81K | ﹤0.01% | 641 |
|
2023
Q1 | $11.2K | Hold |
743
| – | – | ﹤0.01% | 566 |
|
2022
Q4 | $7 | Sell |
743
-90
| -11% | -$1 | ﹤0.01% | 661 |
|
2022
Q3 | $9 | Sell |
833
-1,741
| -68% | -$19 | ﹤0.01% | 620 |
|
2022
Q2 | $17.5K | Buy |
+2,574
| New | +$17.5K | 0.04% | 171 |
|