Avantax 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 | $626K | Buy |
54,586
+7,746
| +17% | +$88.8K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $503K | Buy |
46,840
+7,952
| +20% | +$85.3K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $411K | Buy |
38,888
+638
| +2% | +$6.74K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $316K | Sell |
38,250
-1,482
| -4% | -$12.2K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $296K | Buy |
39,732
+704
| +2% | +$5.24K | ﹤0.01% | 1708 |
|
|
2024
Q1 | $341K | Sell |
39,028
-2,328
| -6% | -$20.3K | ﹤0.01% | 1231 |
|
|
2023
Q4 | $471K | Sell |
41,356
-1,523
| -4% | -$17.3K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $466K | Sell |
42,879
-4,550
| -10% | -$49.4K | 0.01% | 979 |
|
|
2023
Q2 | $595K | Sell |
47,429
-2,927
| -6% | -$36.7K | 0.01% | 882 |
|
|
2023
Q1 | $760K | Buy |
50,356
+770
| +2% | +$11.6K | 0.01% | 755 |
|
|
2022
Q4 | $470K | Sell |
49,586
-17,578
| -26% | -$167K | 0.01% | 892 |
|
|
2022
Q3 | $772K | Sell |
67,164
-17,549
| -21% | -$202K | 0.01% | 636 |
|
|
2022
Q2 | $1.14M | Buy |
+84,713
| New | +$1.14M | 0.02% | 510 |
|