Annex 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 | $133K | Buy |
11,640
+144
| +1% | +$1.65K | ﹤0.01% | 317 |
|
|
2025
Q1 | $123K | Buy |
11,496
+69
| +0.6% | +$740 | ﹤0.01% | 306 |
|
|
2024
Q4 | $121K | Sell |
11,427
-549
| -5% | -$5.8K | ﹤0.01% | 306 |
|
|
2024
Q3 | $98.8K | Buy |
11,976
+288
| +2% | +$2.38K | ﹤0.01% | 283 |
|
|
2024
Q2 | $87K | Sell |
11,688
-352
| -3% | -$2.62K | ﹤0.01% | 279 |
|
|
2024
Q1 | $105K | Buy |
12,040
+187
| +2% | +$1.63K | ﹤0.01% | 281 |
|
|
2023
Q4 | $135K | Sell |
11,853
-651
| -5% | -$7.41K | 0.01% | 260 |
|
|
2023
Q3 | $136K | Buy |
12,504
+832
| +7% | +$9.04K | 0.01% | 248 |
|
|
2023
Q2 | $146K | Sell |
11,672
-750
| -6% | -$9.41K | 0.01% | 246 |
|
|
2023
Q1 | $188K | Sell |
12,422
-173
| -1% | -$2.61K | 0.01% | 234 |
|
|
2022
Q4 | $119K | Sell |
12,595
-1,881
| -13% | -$17.8K | 0.01% | 246 |
|
|
2022
Q3 | $166K | Sell |
14,476
-66
| -0.5% | -$757 | 0.01% | 227 |
|
|
2022
Q2 | $195K | Buy |
+14,542
| New | +$195K | 0.01% | 245 |
|