AE Wealth Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.1M | Buy |
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|
2025
Q3 | $615K | Buy |
|
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|
2025
Q2 | $341K | Buy |
|
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|
2025
Q1 | $297K | Buy |
|
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|
2024
Q4 | $281K | Sell |
|
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|
2024
Q3 | $264K | Sell |
|
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|
2024
Q2 | $275K | Buy |
|
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|
2024
Q1 | $291K | Sell |
|
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|
2023
Q4 | $983K | Sell |
|
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|
2023
Q3 | $1.14M | Buy |
|
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|
2023
Q2 | $1.3M | Sell |
|
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|
2023
Q1 | $2.09M | Sell |
|
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|
2022
Q4 | $1.39M | Sell |
|
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|
2022
Q3 | $1.94M | Sell |
|
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|
2022
Q2 | $3.65M | Buy |
|
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|
2022
Q1 | $963K | Buy |
|
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|
2021
Q4 | $574K | Buy |
|
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|
2021
Q3 | $600K | Buy |
|
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|
2021
Q2 | $655K | Buy |
|
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|
2021
Q1 | $431K | Sell |
|
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|
2020
Q4 | $352K | Buy |
|
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|
2020
Q3 | $253K | Sell |
|
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|
2020
Q2 | $258K | Sell |
|
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|
2020
Q1 | $800K | Buy |
|
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|
2019
Q4 | $756K | Buy |
|
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|
2019
Q3 | $446K | Buy |
|
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|
2019
Q2 | $221K | Buy |
|