Aptus Capital Advisors’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 | $236K | Sell |
20,561
-71
| -0.3% | -$814 | ﹤0.01% | 884 |
|
|
2025
Q1 | $221K | Buy |
20,632
+599
| +3% | +$6.43K | ﹤0.01% | 853 |
|
|
2024
Q4 | $212K | Sell |
20,033
-1,205
| -6% | -$12.7K | ﹤0.01% | 874 |
|
|
2024
Q3 | $175K | Sell |
21,238
-2,053
| -9% | -$16.9K | ﹤0.01% | 783 |
|
|
2024
Q2 | $173K | Buy |
23,291
+1,027
| +5% | +$7.64K | ﹤0.01% | 742 |
|
|
2024
Q1 | $194K | Buy |
22,264
+3,538
| +19% | +$30.9K | ﹤0.01% | 732 |
|
|
2023
Q4 | $213K | Sell |
18,726
-3,222
| -15% | -$36.7K | 0.01% | 537 |
|
|
2023
Q3 | $238K | Buy |
21,948
+11,261
| +105% | +$122K | 0.01% | 519 |
|
|
2023
Q2 | $134K | Buy |
+10,687
| New | +$134K | ﹤0.01% | 504 |
|
|
2023
Q1 | – | Sell |
-11,385
| Closed | -$108K | – | 908 |
|
|
2022
Q4 | $108K | Sell |
11,385
-3,745
| -25% | -$35.5K | ﹤0.01% | 525 |
|
|
2022
Q3 | $174K | Buy |
+15,130
| New | +$174K | ﹤0.01% | 451 |
|