Avior Wealth Management’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 | $167K | Buy |
14,545
+1,176
| +9% | +$13.5K | 0.01% | 670 |
|
|
2025
Q1 | $143K | Buy |
13,369
+687
| +5% | +$7.37K | 0.01% | 687 |
|
|
2024
Q4 | $134K | Sell |
12,682
-1,722
| -12% | -$18.2K | ﹤0.01% | 811 |
|
|
2024
Q3 | $119K | Buy |
14,404
+13
| +0.1% | +$107 | ﹤0.01% | 834 |
|
|
2024
Q2 | $107K | Sell |
14,391
-510
| -3% | -$3.79K | ﹤0.01% | 844 |
|
|
2024
Q1 | $130K | Sell |
14,901
-812
| -5% | -$7.09K | 0.01% | 856 |
|
|
2023
Q4 | $179K | Buy |
15,713
+1,774
| +13% | +$20.2K | 0.01% | 533 |
|
|
2023
Q3 | $151K | Sell |
13,939
-894
| -6% | -$9.71K | 0.01% | 573 |
|
|
2023
Q2 | $186K | Buy |
14,833
+1,768
| +14% | +$22.2K | 0.01% | 539 |
|
|
2023
Q1 | $197K | Buy |
13,065
+1,284
| +11% | +$19.4K | 0.01% | 530 |
|
|
2022
Q4 | $112K | Buy |
11,781
+1,622
| +16% | +$15.4K | 0.01% | 524 |
|
|
2022
Q3 | $116K | Sell |
10,159
-1,192
| -11% | -$13.6K | 0.01% | 511 |
|
|
2022
Q2 | $152K | Buy |
+11,351
| New | +$152K | 0.02% | 452 |
|