180 Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $726K | Sell |
63,380
-10,283
| -14% | -$118K | 0.1% | 188 |
|
2025
Q1 | $790K | Sell |
73,663
-2,942
| -4% | -$31.6K | 0.13% | 159 |
|
2024
Q4 | $810K | Buy |
76,605
+3,194
| +4% | +$33.8K | 0.13% | 151 |
|
2024
Q3 | $606K | Buy |
73,411
+5,064
| +7% | +$41.8K | 0.1% | 198 |
|
2024
Q2 | $504K | Buy |
68,347
+10,826
| +19% | +$79.9K | 0.08% | 216 |
|
2024
Q1 | $502K | Buy |
57,521
+26,636
| +86% | +$233K | 0.09% | 206 |
|
2023
Q4 | $360K | Buy |
30,885
+11,172
| +57% | +$130K | 0.07% | 245 |
|
2023
Q3 | $214K | Sell |
19,713
-9,664
| -33% | -$105K | 0.05% | 320 |
|
2023
Q2 | $382K | Buy |
29,377
+3,960
| +16% | +$51.5K | 0.08% | 217 |
|
2023
Q1 | $384K | Buy |
25,417
+6,647
| +35% | +$100K | 0.09% | 216 |
|
2022
Q4 | $282K | Buy |
18,770
+1,696
| +10% | +$25.4K | 0.07% | 276 |
|
2022
Q3 | $196K | Buy |
+17,074
| New | +$196K | 0.05% | 321 |
|