WMG Financial Advisors’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,664	Closed	-$149K	–	146
2022 Q4	$149K	Sell	15,664 -13,312	-46%	-$126K	0.13%	122
2022 Q3	$333K	Sell	28,976 -22	-0.1%	-$253	0.3%	74
2022 Q2	$388K	Buy	+28,998	New	+$388K	0.34%	72