Cerity Partners’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 | $2.32M | Sell |
202,583
-48,999
| -19% | -$562K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $2.7M | Buy |
251,582
+5,377
| +2% | +$57.7K | 0.01% | 979 |
|
|
2024
Q4 | $2.31M | Buy |
246,205
+36,101
| +17% | +$339K | 0.01% | 1041 |
|
|
2024
Q3 | $1.73M | Buy |
210,104
+94,050
| +81% | +$776K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $863K | Sell |
116,054
-66,210
| -36% | -$493K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $1.59M | Buy |
182,264
+100,365
| +123% | +$876K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $932K | Buy |
81,899
+39,687
| +94% | +$452K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $458K | Sell |
42,212
-51,594
| -55% | -$560K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $1.18M | Buy |
93,806
+29,259
| +45% | +$367K | ﹤0.01% | 877 |
|
|
2023
Q1 | $6.43M | Buy |
64,547
+8,363
| +15% | +$833K | 0.02% | 443 |
|
|
2022
Q4 | $533K | Buy |
56,184
+6,475
| +13% | +$61.4K | ﹤0.01% | 917 |
|
|
2022
Q3 | $571K | Buy |
+49,709
| New | +$571K | 0.01% | 663 |
|