Wintrust Investments’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
$35K Sell
3,306
-2,075
-39% -$22K 0.03% 304
2024
Q3
$44K Sell
5,381
-58,175
-92% -$476K 0.03% 340
2024
Q2
$473K Buy
63,556
+2,600
+4% +$19.4K 0.04% 293
2024
Q1
$532K Buy
60,956
+16,550
+37% +$144K 0.05% 275
2023
Q4
$505K Buy
44,406
+8,929
+25% +$102K 0.05% 268
2023
Q3
$385K Sell
35,477
-1,272
-3% -$13.8K 0.04% 296
2023
Q2
$461K Sell
36,749
-560
-2% -$7.03K 0.05% 274
2023
Q1
$563K Buy
37,309
+117
+0.3% +$1.77K 0.07% 193
2022
Q4
$353K Sell
37,192
-16,717
-31% -$159K 0.05% 264
2022
Q3
$620K Sell
53,909
-10,435
-16% -$120K 0.08% 196
2022
Q2
$863K Buy
+64,344
New +$863K 0.1% 159