Bell Investment 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 | $6.36K | Buy |
555
+26
| +5% | +$298 | ﹤0.01% | 873 |
|
|
2025
Q1 | $5.68K | Sell |
529
-163
| -24% | -$1.75K | ﹤0.01% | 860 |
|
|
2024
Q4 | $7.32K | Buy |
692
+215
| +45% | +$2.27K | ﹤0.01% | 740 |
|
|
2024
Q3 | $3.94K | Sell |
477
-48
| -9% | -$396 | ﹤0.01% | 1059 |
|
|
2024
Q2 | $3.91K | Sell |
525
-354
| -40% | -$2.63K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $7.67K | Buy |
879
+9
| +1% | +$79 | ﹤0.01% | 702 |
|
|
2023
Q4 | $9.9K | Sell |
870
-118
| -12% | -$1.34K | ﹤0.01% | 566 |
|
|
2023
Q3 | $10.7K | Buy |
988
+15
| +2% | +$163 | ﹤0.01% | 479 |
|
|
2023
Q2 | $12.2K | Sell |
973
-128
| -12% | -$1.61K | ﹤0.01% | 444 |
|
|
2023
Q1 | $16.6K | Sell |
1,101
-212
| -16% | -$3.2K | ﹤0.01% | 343 |
|
|
2022
Q4 | $12.4K | Buy |
1,313
+199
| +18% | +$1.89K | ﹤0.01% | 414 |
|
|
2022
Q3 | $13K | Sell |
1,114
-265
| -19% | -$3.09K | ﹤0.01% | 357 |
|
|
2022
Q2 | $19K | Buy |
+1,379
| New | +$19K | 0.01% | 276 |
|