Concord Wealth 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 | $10.1K | Sell |
881
-713
| -45% | -$8.17K | ﹤0.01% | 540 |
|
|
2025
Q1 | $17.1K | Sell |
1,594
-7
| -0.4% | -$75 | ﹤0.01% | 451 |
|
|
2024
Q4 | $16.9K | Sell |
1,601
-854
| -35% | -$9.03K | ﹤0.01% | 478 |
|
|
2024
Q3 | $20.3K | Buy |
2,455
+1,230
| +100% | +$10.1K | ﹤0.01% | 465 |
|
|
2024
Q2 | $9.11K | Sell |
1,225
-3,310
| -73% | -$24.6K | ﹤0.01% | 518 |
|
|
2024
Q1 | $39.6K | Buy |
4,535
+1,027
| +29% | +$8.97K | 0.01% | 389 |
|
|
2023
Q4 | $39.9K | Sell |
3,508
-2,288
| -39% | -$26K | 0.01% | 382 |
|
|
2023
Q3 | $62.9K | Buy |
5,796
+630
| +12% | +$6.84K | 0.01% | 345 |
|
|
2023
Q2 | $64.8K | Buy |
5,166
+358
| +7% | +$4.49K | 0.01% | 321 |
|
|
2023
Q1 | $72.6K | Sell |
4,808
-933
| -16% | -$14.1K | 0.02% | 291 |
|
|
2022
Q4 | $54.4K | Buy |
+5,741
| New | +$54.4K | 0.02% | 365 |
|
|
2022
Q3 | – | Sell |
-6,478
| Closed | -$87K | – | 1150 |
|
|
2022
Q2 | $87K | Buy |
+6,478
| New | +$87K | 0.02% | 282 |
|