AE 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 | $341K | Buy |
29,745
+2,086
| +8% | +$23.9K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $297K | Buy |
27,659
+1,084
| +4% | +$11.6K | ﹤0.01% | 1089 |
|
|
2024
Q4 | $281K | Sell |
26,575
-5,391
| -17% | -$57K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $264K | Sell |
31,966
-5,002
| -14% | -$41.3K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $275K | Buy |
36,968
+3,642
| +11% | +$27.1K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $291K | Sell |
33,326
-59,194
| -64% | -$517K | ﹤0.01% | 975 |
|
|
2023
Q4 | $983K | Sell |
92,520
-12,631
| -12% | -$134K | 0.01% | 1159 |
|
|
2023
Q3 | $1.14M | Buy |
105,151
+1,326
| +1% | +$14.4K | 0.01% | 1045 |
|
|
2023
Q2 | $1.3M | Sell |
103,825
-34,861
| -25% | -$437K | 0.01% | 988 |
|
|
2023
Q1 | $2.09M | Sell |
138,686
-7,882
| -5% | -$119K | 0.01% | 776 |
|
|
2022
Q4 | $1.39M | Sell |
146,568
-21,835
| -13% | -$207K | 0.01% | 869 |
|
|
2022
Q3 | $1.94M | Sell |
168,403
-103,345
| -38% | -$1.19M | 0.02% | 710 |
|
|
2022
Q2 | $3.65M | Buy |
+271,748
| New | +$3.65M | 0.03% | 474 |
|