CBIZ Investment Advisory Services’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 | $21.6K | Sell |
1,886
-692
| -27% | -$7.93K | ﹤0.01% | 257 |
|
|
2025
Q1 | $27.7K | Sell |
2,578
-14
| -0.5% | -$150 | ﹤0.01% | 180 |
|
|
2024
Q4 | $27.4K | Buy |
2,592
+710
| +38% | +$7.51K | ﹤0.01% | 173 |
|
|
2024
Q3 | $15.5K | Buy |
1,882
+53
| +3% | +$437 | ﹤0.01% | 231 |
|
|
2024
Q2 | $13.6K | Buy |
1,829
+1,757
| +2,440% | +$13.1K | ﹤0.01% | 224 |
|
|
2024
Q1 | $629 | Buy |
+72
| New | +$629 | ﹤0.01% | 335 |
|