Apexium 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 | $158K | Sell |
13,782
-489
| -3% | -$5.6K | 0.01% | 271 |
|
|
2025
Q1 | $153K | Buy |
14,271
+488
| +4% | +$5.24K | 0.01% | 272 |
|
|
2024
Q4 | $146K | Sell |
13,783
-46
| -0.3% | -$486 | 0.01% | 254 |
|
|
2024
Q3 | $114K | Buy |
13,829
+849
| +7% | +$7K | 0.01% | 231 |
|
|
2024
Q2 | $96.6K | Sell |
12,980
-1
| -0% | -$7 | 0.01% | 223 |
|
|
2024
Q1 | $113K | Sell |
12,981
-42
| -0.3% | -$367 | 0.01% | 222 |
|
|
2023
Q4 | $148K | Buy |
13,023
+46
| +0.4% | +$523 | 0.01% | 264 |
|
|
2023
Q3 | $141K | Sell |
12,977
-42
| -0.3% | -$456 | 0.01% | 208 |
|
|
2023
Q2 | $163K | Hold |
13,019
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $197K | Sell |
13,019
-223
| -2% | -$3.37K | 0.02% | 200 |
|
|
2022
Q4 | $126K | Sell |
13,242
-2,224
| -14% | -$21.1K | 0.01% | 200 |
|
|
2022
Q3 | $178K | Buy |
15,466
+3,480
| +29% | +$40.1K | 0.02% | 187 |
|
|
2022
Q2 | $161K | Buy |
+11,986
| New | +$161K | 0.09% | 93 |
|