Act Wealth Management’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 | $631K | Buy |
55,023
+6,500
| +13% | +$74.5K | 0.27% | 25 |
|
|
2025
Q1 | $521K | Buy |
48,523
+7,300
| +18% | +$78.3K | 0.24% | 25 |
|
|
2024
Q4 | $436K | Sell |
41,223
-2,992
| -7% | -$31.6K | 0.2% | 27 |
|
|
2024
Q3 | $365K | Sell |
44,215
-2,345
| -5% | -$19.3K | 0.16% | 28 |
|
|
2024
Q2 | $346K | Buy |
46,560
+16,655
| +56% | +$124K | 0.17% | 24 |
|
|
2024
Q1 | $261K | Buy |
29,905
+13,181
| +79% | +$115K | 0.13% | 31 |
|
|
2023
Q4 | $190K | Sell |
16,724
-192
| -1% | -$2.19K | 0.1% | 43 |
|
|
2023
Q3 | $184K | Buy |
16,916
+5,806
| +52% | +$63.1K | 0.12% | 34 |
|
|
2023
Q2 | $139K | Buy |
+11,110
| New | +$139K | 0.08% | 43 |
|