Bartlett & Co 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 | $216K | Sell |
18,813
-12
| -0.1% | -$138 | ﹤0.01% | 434 |
|
|
2025
Q1 | $202K | Buy |
18,825
+1,561
| +9% | +$16.8K | ﹤0.01% | 444 |
|
|
2024
Q4 | $182K | Sell |
17,264
-229
| -1% | -$2.42K | ﹤0.01% | 456 |
|
|
2024
Q3 | $144K | Buy |
17,493
+229
| +1% | +$1.89K | ﹤0.01% | 494 |
|
|
2024
Q2 | $128K | Sell |
17,264
-2,722
| -14% | -$20.3K | ﹤0.01% | 503 |
|
|
2024
Q1 | $174K | Sell |
19,986
-2,914
| -13% | -$25.4K | ﹤0.01% | 469 |
|
|
2023
Q4 | $268K | Sell |
22,900
-404
| -2% | -$4.72K | ﹤0.01% | 432 |
|
|
2023
Q3 | $253K | Sell |
23,304
-626
| -3% | -$6.8K | ﹤0.01% | 420 |
|
|
2023
Q2 | $300K | Sell |
23,930
-825
| -3% | -$10.3K | 0.01% | 404 |
|
|
2023
Q1 | $374K | Sell |
24,755
-1,177
| -5% | -$17.8K | 0.01% | 312 |
|
|
2022
Q4 | $246K | Sell |
25,932
-3,497
| -12% | -$33.2K | ﹤0.01% | 355 |
|
|
2022
Q3 | $338K | Buy |
29,429
+15,424
| +110% | +$177K | 0.01% | 312 |
|
|
2022
Q2 | $188K | Buy |
+14,005
| New | +$188K | ﹤0.01% | 382 |
|