Winch Advisory 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
Q4 | – | Sell |
-36
| Closed | -$297 | – | 561 |
|
|
2024
Q3 | $297 | Sell |
36
-31
| -46% | -$256 | ﹤0.01% | 435 |
|
|
2024
Q2 | $498 | Hold |
67
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $585 | Hold |
67
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $762 | Sell |
67
-66
| -50% | -$751 | ﹤0.01% | 396 |
|
|
2023
Q3 | $1K | Hold |
133
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $2K | Sell |
133
-71
| -35% | -$1.07K | ﹤0.01% | 372 |
|
|
2023
Q1 | $3K | Sell |
204
-54
| -21% | -$794 | ﹤0.01% | 339 |
|
|
2022
Q4 | $2K | Sell |
258
-257
| -50% | -$1.99K | ﹤0.01% | 349 |
|
|
2022
Q3 | $6K | Sell |
515
-1,457
| -74% | -$17K | ﹤0.01% | 262 |
|
|
2022
Q2 | $26K | Buy |
+1,972
| New | +$26K | 0.01% | 157 |
|