Advance Capital 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
$296K Sell
25,836
-27
-0.1% -$309 0.01% 130
2025
Q1
$278K Buy
25,863
+917
+4% +$9.84K 0.01% 124
2024
Q4
$264K Buy
24,946
+82
+0.3% +$867 0.01% 127
2024
Q3
$205K Sell
24,864
-787
-3% -$6.49K 0.01% 145
2024
Q2
$191K Buy
25,651
+8
+0% +$60 0.01% 147
2024
Q1
$224K Sell
25,643
-1,084
-4% -$9.46K 0.02% 136
2023
Q4
$304K Sell
26,727
-30
-0.1% -$341 0.02% 94
2023
Q3
$291K Sell
26,757
-2,875
-10% -$31.2K 0.03% 95
2023
Q2
$372K Buy
29,632
+1,563
+6% +$19.6K 0.04% 76
2023
Q1
$424K Buy
28,069
+492
+2% +$7.43K 0.08% 61
2022
Q4
$261K Sell
27,577
-4,019
-13% -$38.1K 0.03% 90
2022
Q3
$363K Buy
31,596
+1,709
+6% +$19.6K 0.04% 58
2022
Q2
$401K Buy
+29,887
New +$401K 0.05% 52