Allworth Financial’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 | $1.96M | Buy |
171,226
+10,634
| +7% | +$122K | 0.01% | 482 |
|
|
2025
Q1 | $1.37M | Buy |
160,592
+5,501
| +4% | +$46.8K | 0.01% | 466 |
|
|
2024
Q4 | $1.56M | Sell |
155,091
-83
| -0.1% | -$834 | 0.01% | 446 |
|
|
2024
Q3 | $1.28M | Buy |
155,174
+1,954
| +1% | +$16.1K | 0.01% | 395 |
|
|
2024
Q2 | $1.33M | Sell |
153,220
-6,067
| -4% | -$52.6K | 0.01% | 383 |
|
|
2024
Q1 | $1.39M | Buy |
159,287
+3,315
| +2% | +$28.9K | 0.01% | 361 |
|
|
2023
Q4 | $1.77M | Sell |
155,972
-43
| -0% | -$489 | 0.01% | 322 |
|
|
2023
Q3 | $1.69M | Buy |
156,015
+339
| +0.2% | +$3.68K | 0.01% | 299 |
|
|
2023
Q2 | $1.95M | Sell |
155,676
-200
| -0.1% | -$2.51K | 0.02% | 285 |
|
|
2023
Q1 | $2.35M | Buy |
155,876
+9,901
| +7% | +$150K | 0.02% | 236 |
|
|
2022
Q4 | $1.38M | Buy |
145,975
+100
| +0.1% | +$948 | 0.02% | 304 |
|
|
2022
Q3 | $1.68M | Sell |
145,875
-2,137
| -1% | -$24.6K | 0.02% | 246 |
|
|
2022
Q2 | $1.99M | Buy |
+148,012
| New | +$1.99M | 0.03% | 218 |
|