Clearstead Advisors’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 | $1.04M | Buy |
90,908
+2,910
| +3% | +$33.3K | 0.01% | 430 |
|
|
2025
Q1 | $944K | Buy |
87,998
+924
| +1% | +$9.92K | 0.01% | 423 |
|
|
2024
Q4 | $920K | Sell |
87,074
-1,232
| -1% | -$13K | 0.01% | 425 |
|
|
2024
Q3 | $729K | Sell |
88,306
-115
| -0.1% | -$949 | 0.01% | 488 |
|
|
2024
Q2 | $658K | Buy |
88,421
+86,258
| +3,988% | +$642K | 0.01% | 481 |
|
|
2024
Q1 | $18.1K | Sell |
2,163
-718
| -25% | -$6.02K | ﹤0.01% | 958 |
|
|
2023
Q4 | $32.8K | Sell |
2,881
-2,968
| -51% | -$33.8K | ﹤0.01% | 844 |
|
|
2023
Q3 | $63.5K | Buy |
5,849
+2,439
| +72% | +$26.5K | ﹤0.01% | 840 |
|
|
2023
Q2 | $42.8K | Sell |
3,410
-7,242
| -68% | -$90.8K | ﹤0.01% | 760 |
|
|
2023
Q1 | $161K | Sell |
10,652
-4,109
| -28% | -$62K | 0.01% | 424 |
|
|
2022
Q4 | $140K | Buy |
14,761
+2,215
| +18% | +$21K | 0.01% | 431 |
|
|
2022
Q3 | $144K | Sell |
12,546
-6,367
| -34% | -$73.1K | 0.01% | 410 |
|
|
2022
Q2 | $254K | Buy |
+18,913
| New | +$254K | 0.02% | 341 |
|