Bleakley Financial Group’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 | $293K | Buy |
25,542
+3,033
| +13% | +$34.8K | 0.01% | 546 |
|
|
2025
Q1 | $242K | Buy |
22,509
+6,915
| +44% | +$74.2K | 0.01% | 494 |
|
|
2024
Q4 | $165K | Sell |
15,594
-5,201
| -25% | -$55K | 0.01% | 965 |
|
|
2024
Q3 | $172K | Buy |
20,795
+6,766
| +48% | +$55.8K | 0.01% | 938 |
|
|
2024
Q2 | $104K | Sell |
14,029
-36,719
| -72% | -$273K | ﹤0.01% | 948 |
|
|
2024
Q1 | $443K | Sell |
50,748
-51,786
| -51% | -$452K | 0.01% | 646 |
|
|
2023
Q4 | $1.17M | Buy |
102,534
+13,044
| +15% | +$148K | 0.04% | 367 |
|
|
2023
Q3 | $972K | Sell |
89,490
-13,585
| -13% | -$148K | 0.03% | 382 |
|
|
2023
Q2 | $1.29M | Sell |
103,075
-19,763
| -16% | -$248K | 0.04% | 351 |
|
|
2023
Q1 | $1.85M | Sell |
122,838
-4,672
| -4% | -$70.5K | 0.06% | 269 |
|
|
2022
Q4 | $1.21M | Buy |
+127,510
| New | +$1.21M | 0.04% | 348 |
|