Congress Wealth Management’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 | $439K | Buy |
38,346
+6,574
| +21% | +$75.3K | ﹤0.01% | 962 |
|
|
2025
Q1 | $343K | Buy |
31,772
+20,957
| +194% | +$226K | ﹤0.01% | 914 |
|
|
2024
Q4 | $114K | Buy |
+10,815
| New | +$114K | ﹤0.01% | 868 |
|
|
2024
Q1 | – | Sell |
-10,681
| Closed | -$122K | – | 644 |
|
|
2023
Q4 | $122K | Buy |
10,681
+76
| +0.7% | +$865 | ﹤0.01% | 602 |
|
|
2023
Q3 | $115K | Buy |
+10,605
| New | +$115K | ﹤0.01% | 592 |
|
|
2022
Q4 | – | Sell |
-10,584
| Closed | -$122K | – | 587 |
|
|
2022
Q3 | $122K | Sell |
10,584
-454
| -4% | -$5.23K | ﹤0.01% | 538 |
|
|
2022
Q2 | $148K | Buy |
+11,038
| New | +$148K | ﹤0.01% | 542 |
|