Ameritas Advisory Services’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 | $101K | Buy |
+8,772
| New | +$101K | 0.01% | 988 |
|
|
2024
Q1 | – | Sell |
-11,569
| Closed | -$123K | – | 919 |
|
|
2023
Q4 | $123K | Buy |
+11,569
| New | +$123K | 0.01% | 672 |
|
|
2023
Q2 | – | Sell |
-11,684
| Closed | -$166K | – | 2498 |
|
|
2023
Q1 | $166K | Sell |
11,684
-9,079
| -44% | -$129K | 0.01% | 829 |
|
|
2022
Q4 | $197K | Buy |
+20,763
| New | +$197K | 0.01% | 829 |
|
|
2022
Q3 | – | Sell |
-24,134
| Closed | -$324K | – | 811 |
|
|
2022
Q2 | $324K | Buy |
+24,134
| New | +$324K | 0.02% | 589 |
|