Wilbanks Smith & Thomas Asset Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $743K | Sell |
85,157
-286
| -0.3% | -$2.5K | 0.02% | 275 |
|
|
2023
Q4 | $972K | Buy |
85,443
+46,909
| +122% | +$534K | 0.03% | 226 |
|
|
2023
Q3 | $418K | Sell |
38,534
-7,446
| -16% | -$80.9K | 0.01% | 342 |
|
|
2023
Q2 | $577K | Buy |
45,980
+25,760
| +127% | +$323K | 0.02% | 291 |
|
|
2023
Q1 | $305K | Sell |
20,220
-133
| -0.7% | -$2.01K | 0.01% | 396 |
|
|
2022
Q4 | $193K | Sell |
20,353
-1,808
| -8% | -$17.1K | 0.01% | 479 |
|
|
2022
Q3 | $255K | Sell |
22,161
-201
| -0.9% | -$2.31K | 0.01% | 395 |
|
|
2022
Q2 | $300K | Buy |
+22,362
| New | +$300K | 0.01% | 378 |
|