Widmann Financial Services’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,013
| Closed | -$87.4K | – | 135 |
|
|
2024
Q1 | $87.4K | Sell |
10,013
-1,250
| -11% | -$10.9K | 0.07% | 95 |
|
|
2023
Q4 | $128K | Sell |
11,263
-1,763
| -14% | -$20.1K | 0.12% | 92 |
|
|
2023
Q3 | $141K | Sell |
13,026
-392
| -3% | -$4.26K | 0.14% | 82 |
|
|
2023
Q2 | $168K | Sell |
13,418
-749
| -5% | -$9.39K | 0.16% | 85 |
|
|
2023
Q1 | $214K | Sell |
14,167
-726
| -5% | -$11K | 0.22% | 73 |
|
|
2022
Q4 | $141K | Sell |
14,893
-283
| -2% | -$2.68K | 0.15% | 80 |
|
|
2022
Q3 | $175K | Sell |
15,176
-1,092
| -7% | -$12.6K | 0.19% | 79 |
|
|
2022
Q2 | $218K | Buy |
+16,268
| New | +$218K | 0.23% | 77 |
|