B. Riley Wealth 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 | $563K | Buy |
+49,123
| New | +$563K | 0.03% | 480 |
|
|
2024
Q4 | $591K | Sell |
55,927
-9,224
| -14% | -$97.5K | 0.02% | 633 |
|
|
2024
Q3 | $526K | Sell |
65,151
-12,682
| -16% | -$102K | 0.01% | 725 |
|
|
2024
Q2 | $579K | Sell |
77,833
-20,573
| -21% | -$153K | 0.01% | 749 |
|
|
2024
Q1 | $1.07M | Buy |
98,406
+10,660
| +12% | +$116K | 0.03% | 506 |
|
|
2023
Q4 | $999K | Sell |
87,746
-10,660
| -11% | -$121K | 0.03% | 528 |
|
|
2023
Q3 | $1.07M | Sell |
98,406
-128
| -0.1% | -$1.39K | 0.03% | 506 |
|
|
2023
Q2 | $1.24M | Buy |
98,534
+152
| +0.2% | +$1.91K | 0.03% | 497 |
|
|
2023
Q1 | $1.49M | Sell |
98,382
-7,917
| -7% | -$120K | 0.04% | 437 |
|
|
2022
Q4 | $1.01M | Sell |
106,299
-6,379
| -6% | -$60.5K | 0.03% | 530 |
|
|
2022
Q3 | $1.3M | Buy |
112,678
+17,758
| +19% | +$204K | 0.04% | 423 |
|
|
2022
Q2 | $1.28M | Buy |
+94,920
| New | +$1.28M | 0.05% | 340 |
|