Carson Wealth (CWM LLC)’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 | $777K | Sell |
67,808
-6,440
| -9% | -$73.8K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $797K | Buy |
74,248
+6,601
| +10% | +$70.9K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $715K | Buy |
67,647
+3,442
| +5% | +$36.4K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $530K | Sell |
64,205
-3,826
| -6% | -$31.6K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $506K | Buy |
68,031
+12,659
| +23% | +$94.2K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $483K | Sell |
55,372
-239
| -0.4% | -$2.09K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $633K | Sell |
55,611
-1,603
| -3% | -$18.2K | ﹤0.01% | 976 |
|
|
2023
Q3 | $621K | Sell |
57,214
-1,758
| -3% | -$19.1K | ﹤0.01% | 911 |
|
|
2023
Q2 | $740K | Buy |
58,972
+2,202
| +4% | +$27.6K | ﹤0.01% | 815 |
|
|
2023
Q1 | $857K | Buy |
56,770
+2,011
| +4% | +$30.4K | 0.01% | 704 |
|
|
2022
Q4 | $519K | Sell |
54,759
-5,914
| -10% | -$56.1K | ﹤0.01% | 797 |
|
|
2022
Q3 | $698K | Buy |
60,673
+1,938
| +3% | +$22.3K | 0.01% | 655 |
|
|
2022
Q2 | $788K | Buy |
+58,735
| New | +$788K | 0.01% | 613 |
|