Corient Private Wealth’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 | $6.65M | Buy |
580,481
+323,183
| +126% | +$3.7M | 0.01% | 685 |
|
2025
Q1 | $2.76M | Sell |
257,298
-5,730
| -2% | -$61.5K | ﹤0.01% | 861 |
|
2024
Q4 | $2.62M | Sell |
263,028
-112,590
| -30% | -$1.12M | ﹤0.01% | 899 |
|
2024
Q3 | $3.1M | Buy |
375,618
+118,209
| +46% | +$975K | ﹤0.01% | 895 |
|
2024
Q2 | $1.92M | Buy |
257,409
+16,257
| +7% | +$121K | ﹤0.01% | 1037 |
|
2024
Q1 | $2.11M | Buy |
241,152
+4,130
| +2% | +$36.1K | ﹤0.01% | 992 |
|
2023
Q4 | $2.7M | Sell |
237,022
-582,438
| -71% | -$6.63M | 0.01% | 879 |
|
2023
Q3 | $8.9M | Buy |
819,460
+263,037
| +47% | +$2.86M | 0.02% | 506 |
|
2023
Q2 | $6.98M | Buy |
556,423
+292,728
| +111% | +$3.67M | 0.02% | 541 |
|
2023
Q1 | $3.98M | Buy |
263,695
+69,723
| +36% | +$1.05M | 0.01% | 652 |
|
2022
Q4 | $1.81M | Buy |
+193,972
| New | +$1.81M | 0.01% | 729 |
|