Center for Financial Planning’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 | $29.2K | Sell |
2,545
-234
| -8% | -$2.68K | ﹤0.01% | 353 |
|
|
2025
Q1 | $29.8K | Hold |
2,779
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $29.4K | Sell |
2,779
-514
| -16% | -$5.43K | ﹤0.01% | 314 |
|
|
2024
Q3 | $27.2K | Buy |
3,293
+137
| +4% | +$1.13K | ﹤0.01% | 309 |
|
|
2024
Q2 | $23.5K | Sell |
3,156
-189
| -6% | -$1.41K | ﹤0.01% | 306 |
|
|
2024
Q1 | $29.2K | Buy |
3,345
+193
| +6% | +$1.69K | ﹤0.01% | 294 |
|
|
2023
Q4 | $35.9K | Hold |
3,152
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $34.2K | Sell |
3,152
-154
| -5% | -$1.67K | 0.01% | 251 |
|
|
2023
Q2 | $41.5K | Sell |
3,306
-258
| -7% | -$3.24K | 0.01% | 252 |
|
|
2023
Q1 | $53.8K | Buy |
3,564
+72
| +2% | +$1.09K | 0.01% | 208 |
|
|
2022
Q4 | $33.1K | Sell |
3,492
-187
| -5% | -$1.77K | 0.01% | 251 |
|
|
2022
Q3 | $42K | Buy |
3,679
+455
| +14% | +$5.19K | 0.01% | 227 |
|
|
2022
Q2 | $43K | Buy |
+3,224
| New | +$43K | 0.01% | 230 |
|