Creative Planning’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 | $4.11M | Sell |
358,539
-87,314
| -20% | -$1M | ﹤0.01% | 854 |
|
|
2025
Q1 | $4.78M | Buy |
445,853
+60,160
| +16% | +$646K | ﹤0.01% | 726 |
|
|
2024
Q4 | $4.08M | Buy |
385,693
+27,994
| +8% | +$296K | ﹤0.01% | 740 |
|
|
2024
Q3 | $2.95M | Buy |
357,699
+44,129
| +14% | +$364K | ﹤0.01% | 871 |
|
|
2024
Q2 | $2.33M | Buy |
313,570
+13,000
| +4% | +$96.7K | ﹤0.01% | 924 |
|
|
2024
Q1 | $2.62M | Sell |
300,570
-35,775
| -11% | -$312K | ﹤0.01% | 856 |
|
|
2023
Q4 | $3.83M | Buy |
336,345
+71,929
| +27% | +$819K | 0.01% | 650 |
|
|
2023
Q3 | $2.87M | Sell |
264,416
-24,689
| -9% | -$268K | ﹤0.01% | 708 |
|
|
2023
Q2 | $3.63M | Buy |
289,105
+215
| +0.1% | +$2.7K | ﹤0.01% | 613 |
|
|
2023
Q1 | $4.36M | Buy |
288,890
+7,768
| +3% | +$117K | 0.01% | 539 |
|
|
2022
Q4 | $2.67M | Sell |
281,122
-29,327
| -9% | -$278K | ﹤0.01% | 656 |
|
|
2022
Q3 | $3.57M | Buy |
310,449
+18,864
| +6% | +$217K | 0.01% | 521 |
|
|
2022
Q2 | $3.91M | Buy |
291,585
+281,145
| +2,693% | +$3.77M | 0.01% | 520 |
|
|
2022
Q1 | $260K | Buy |
+10,440
| New | +$260K | ﹤0.01% | 1726 |
|