CIA
Concurrent Investment Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
23,412
-3,036
| -11% | -$34.8K | 0.01% | 1110 |
|
|
2025
Q1 | $284K | Buy |
26,448
+802
| +3% | +$8.61K | 0.01% | 951 |
|
|
2024
Q4 | $271K | Sell |
25,646
-3,172
| -11% | -$33.5K | 0.01% | 858 |
|
|
2024
Q3 | $238K | Sell |
28,818
-567
| -2% | -$4.68K | 0.01% | 865 |
|
|
2024
Q2 | $219K | Buy |
29,385
+5,129
| +21% | +$38.2K | 0.01% | 836 |
|
|
2024
Q1 | $212K | Sell |
24,256
-2,627
| -10% | -$22.9K | 0.01% | 785 |
|
|
2023
Q4 | $306K | Buy |
+26,883
| New | +$306K | 0.01% | 642 |
|