Axxcess Wealth Management’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
11,247
-361
| -3% | -$4.14K | ﹤0.01% | 862 |
|
|
2025
Q1 | $125K | Sell |
11,608
-192
| -2% | -$2.06K | ﹤0.01% | 828 |
|
|
2024
Q4 | $125K | Sell |
11,800
-626
| -5% | -$6.62K | ﹤0.01% | 836 |
|
|
2024
Q3 | $103K | Sell |
12,426
-1,026
| -8% | -$8.46K | ﹤0.01% | 867 |
|
|
2024
Q2 | $100K | Sell |
13,452
-2,776
| -17% | -$20.7K | ﹤0.01% | 822 |
|
|
2024
Q1 | $142K | Sell |
16,228
-748
| -4% | -$6.53K | ﹤0.01% | 837 |
|
|
2023
Q4 | $193K | Buy |
16,976
+5,967
| +54% | +$67.9K | 0.01% | 789 |
|
|
2023
Q3 | $120K | Sell |
11,009
-567
| -5% | -$6.16K | ﹤0.01% | 766 |
|
|
2023
Q2 | $145K | Sell |
11,576
-1,908
| -14% | -$23.9K | 0.01% | 563 |
|
|
2023
Q1 | $204K | Sell |
13,484
-1,061
| -7% | -$16K | 0.02% | 585 |
|
|
2022
Q4 | $138K | Sell |
14,545
-2,284
| -14% | -$21.7K | 0.01% | 581 |
|
|
2022
Q3 | $194K | Sell |
16,829
-308
| -2% | -$3.55K | 0.02% | 503 |
|
|
2022
Q2 | $230K | Buy |
+17,137
| New | +$230K | 0.02% | 460 |
|