B. Riley Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $219K | Sell |
8,066
-1,213
| -13% | -$32.8K | 0.01% | 738 |
|
|
2026
Q1 | $251K | Sell |
9,279
-6,775
| -42% | -$190K | 0.02% | 636 |
|
|
2025
Q4 | $463K | Sell |
16,054
-28,581
| -64% | -$668K | 0.02% | 557 |
|
|
2025
Q3 | $872K | Sell |
44,635
-4,488
| -9% | -$61.1K | 0.04% | 373 |
|
|
2025
Q2 | $563K | Buy |
+49,123
| New | +$458K | 0.03% | 491 |
|
|
2024
Q4 | $591K | Sell |
55,927
-9,224
| -14% | -$85.7K | 0.02% | 633 |
|
|
2024
Q3 | $526K | Sell |
65,151
-12,682
| -16% | -$99.1K | 0.01% | 725 |
|
|
2024
Q2 | $579K | Sell |
77,833
-20,573
| -21% | -$165K | 0.01% | 749 |
|
|
2024
Q1 | $1.07M | Buy |
98,406
+10,660
| +12% | +$103K | 0.03% | 506 |
|
|
2023
Q4 | $999K | Sell |
87,746
-10,660
| -11% | -$115K | 0.03% | 528 |
|
|
2023
Q3 | $1.07M | Sell |
98,406
-128
| -0.1% | -$1.6K | 0.03% | 506 |
|
|
2023
Q2 | $1.24M | Buy |
98,534
+152
| +0.2% | +$1.97K | 0.03% | 497 |
|
|
2023
Q1 | $1.49M | Sell |
98,382
-7,917
| -7% | -$113K | 0.04% | 437 |
|
|
2022
Q4 | $1.01M | Sell |
106,299
-6,379
| -6% | -$72K | 0.03% | 530 |
|
|
2022
Q3 | $1.3M | Buy |
112,678
+17,758
| +19% | +$241K | 0.04% | 423 |
|
|
2022
Q2 | $1.27M | Buy |
94,920
+63,439
| +202% | +$1.18M | 0.05% | 340 |
|
|
2022
Q1 | $785K | Buy |
31,481
+1,255
| +4% | +$34.4K | 0.03% | 564 |
|
|
2021
Q4 | $712K | Buy |
+30,226
| New | +$753K | 0.02% | 642 |
|
|
2018
Q4 | – | Sell |
-27,699
| Closed | -$888K | – | 743 |
|
|
2018
Q3 | $888K | Buy |
+27,699
| New | +$780K | 0.11% | 211 |
|
|
2015
Q1 | – | Sell |
-356
| Closed | -$12 | – | 1975 |
|
|
2014
Q4 | $12 | Buy |
+356
| New | +$12.3K | ﹤0.01% | 2787 |
|
|
2014
Q3 | – | Sell |
-129
| Closed | -$4.9K | – | 1881 |
|
|
2014
Q2 | $4.9K | Buy |
+129
| New | +$5.08K | ﹤0.01% | 2047 |
|
Other funds holding WBD
SCS
DLA
SRC
FFM
CNB
CCI
QCM
QPBE