Carolinas Wealth Consulting’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
Sell
-87
Closed -$934 957
2025
Q1
$934 Sell
87
-3,592
-98% -$38.6K ﹤0.01% 913
2024
Q4
$38.9K Sell
3,679
-124
-3% -$1.31K 0.01% 398
2024
Q3
$31.4K Sell
3,803
-304
-7% -$2.51K 0.01% 422
2024
Q2
$30.6K Sell
4,107
-88
-2% -$655 0.01% 430
2024
Q1
$36.6K Sell
4,195
-1,132
-21% -$9.88K 0.01% 420
2023
Q4
$50.1K Sell
5,327
-640
-11% -$6.02K 0.01% 335
2023
Q3
$50.2K Sell
5,967
-611
-9% -$5.14K 0.01% 311
2023
Q2
$70.8K Sell
6,578
-164
-2% -$1.76K 0.01% 307
2023
Q1
$87.5K Buy
6,742
+277
+4% +$3.59K 0.02% 282
2022
Q4
$52.7K Sell
6,465
-1,541
-19% -$12.6K 0.01% 353
2022
Q3
$81K Sell
8,006
-204
-2% -$2.06K 0.02% 271
2022
Q2
$98K Buy
+8,210
New +$98K 0.02% 252