WR Wealth Planners’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 | $34.7K | Sell |
3,283
-87
| -3% | -$920 | 0.01% | 367 |
|
|
2024
Q3 | $27.8K | Sell |
3,370
-142
| -4% | -$1.17K | 0.01% | 430 |
|
|
2024
Q2 | $26.1K | Sell |
3,512
-261
| -7% | -$1.94K | 0.01% | 409 |
|
|
2024
Q1 | $32.9K | Buy |
+3,773
| New | +$32.9K | 0.01% | 382 |
|
|
2023
Q4 | – | Sell |
-3,764
| Closed | -$40.9K | – | 856 |
|
|
2023
Q3 | $40.9K | Buy |
3,764
+24
| +0.6% | +$261 | 0.02% | 343 |
|
|
2023
Q2 | $46.9K | Sell |
3,740
-414
| -10% | -$5.19K | 0.02% | 325 |
|
|
2023
Q1 | $62.7K | Buy |
4,154
+441
| +12% | +$6.66K | 0.03% | 290 |
|
|
2022
Q4 | $35.2K | Sell |
3,713
-5
| -0.1% | -$47 | 0.02% | 190 |
|
|
2022
Q3 | $42.8K | Sell |
3,718
-8
| -0.2% | -$92 | 0.03% | 173 |
|
|
2022
Q2 | $50K | Buy |
+3,726
| New | +$50K | 0.03% | 170 |
|