CarsonAllaria 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 | $928 | Hold |
81
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $869 | Hold |
81
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $856 | Hold |
81
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $668 | Hold |
81
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $603 | Sell |
81
-94
| -54% | -$700 | ﹤0.01% | 358 |
|
|
2024
Q1 | $1.53K | Sell |
175
-5
| -3% | -$44 | ﹤0.01% | 345 |
|
|
2023
Q4 | $2.05K | Sell |
180
-93
| -34% | -$1.06K | ﹤0.01% | 305 |
|
|
2023
Q3 | $2.97K | Sell |
273
-161
| -37% | -$1.75K | ﹤0.01% | 288 |
|
|
2023
Q2 | $5.44K | Sell |
434
-22
| -5% | -$276 | ﹤0.01% | 262 |
|
|
2023
Q1 | $6.89K | Hold |
456
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $4K | Hold |
456
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $5K | Hold |
456
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $6K | Buy |
+456
| New | +$6K | 0.01% | 222 |
|