1834 Investment 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 | $368K | Buy |
32,109
+76
| +0.2% | +$871 | 0.05% | 179 |
|
|
2025
Q1 | $344K | Sell |
32,033
-512
| -2% | -$5.49K | 0.04% | 174 |
|
|
2024
Q4 | $344K | Sell |
32,545
-7,345
| -18% | -$77.6K | 0.04% | 184 |
|
|
2024
Q3 | $329K | Buy |
39,890
+2,066
| +5% | +$17K | 0.04% | 188 |
|
|
2024
Q2 | $281K | Buy |
37,824
+1,159
| +3% | +$8.62K | 0.03% | 196 |
|
|
2024
Q1 | $320K | Buy |
36,665
+5,221
| +17% | +$45.6K | 0.04% | 190 |
|
|
2023
Q4 | $358K | Buy |
31,444
+11,307
| +56% | +$129K | 0.04% | 187 |
|
|
2023
Q3 | $219K | Buy |
20,137
+7,722
| +62% | +$83.9K | 0.03% | 224 |
|
|
2023
Q2 | $156K | Buy |
12,415
+1,678
| +16% | +$21K | 0.02% | 232 |
|
|
2023
Q1 | $162K | Buy |
+10,737
| New | +$162K | 0.02% | 239 |
|
|
2022
Q4 | – | Sell |
-23,532
| Closed | -$271K | – | 205 |
|
|
2022
Q3 | $271K | Sell |
23,532
-8,948
| -28% | -$103K | 0.04% | 165 |
|
|
2022
Q2 | $436K | Buy |
+32,480
| New | +$436K | 0.06% | 135 |
|