Atria Wealth Solutions’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 | – | Sell |
-56,650
| Closed | -$608K | – | 1914 |
|
|
2025
Q1 | $608K | Sell |
56,650
-8,043
| -12% | -$86.3K | 0.01% | 1097 |
|
|
2024
Q4 | $684K | Sell |
64,693
-43,250
| -40% | -$457K | 0.01% | 1081 |
|
|
2024
Q3 | $891K | Sell |
107,943
-28,357
| -21% | -$234K | 0.01% | 945 |
|
|
2024
Q2 | $1.01M | Sell |
136,300
-31,912
| -19% | -$237K | 0.01% | 889 |
|
|
2024
Q1 | $1.47M | Sell |
168,212
-36,160
| -18% | -$316K | 0.02% | 743 |
|
|
2023
Q4 | $2.33M | Sell |
204,372
-63,135
| -24% | -$718K | 0.03% | 555 |
|
|
2023
Q3 | $2.91M | Buy |
267,507
+16,402
| +7% | +$178K | 0.04% | 443 |
|
|
2023
Q2 | $3.15M | Buy |
251,105
+10,021
| +4% | +$126K | 0.04% | 426 |
|
|
2023
Q1 | $3.64M | Buy |
241,084
+26,472
| +12% | +$400K | 0.05% | 352 |
|
|
2022
Q4 | $2.03M | Sell |
214,612
-64,816
| -23% | -$614K | 0.03% | 508 |
|
|
2022
Q3 | $3.21M | Buy |
279,428
+177,719
| +175% | +$2.04M | 0.06% | 332 |
|
|
2022
Q2 | $1.37M | Buy |
+101,709
| New | +$1.37M | 0.03% | 553 |
|