Daymark 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 | $271K | Buy |
23,670
+2,603
| +12% | +$29.8K | 0.01% | 465 |
|
|
2025
Q1 | $226K | Sell |
21,067
-3,200
| -13% | -$34.3K | 0.01% | 468 |
|
|
2024
Q4 | $257K | Sell |
24,267
-4,937
| -17% | -$52.2K | 0.01% | 435 |
|
|
2024
Q3 | $241K | Buy |
29,204
+1,789
| +7% | +$14.8K | 0.01% | 469 |
|
|
2024
Q2 | $204K | Buy |
27,415
+10,728
| +64% | +$79.8K | 0.01% | 479 |
|
|
2024
Q1 | $146K | Sell |
16,687
-406
| -2% | -$3.54K | 0.01% | 420 |
|
|
2023
Q4 | $195K | Sell |
17,093
-2,287
| -12% | -$26K | 0.01% | 389 |
|
|
2023
Q3 | $210K | Sell |
19,380
-5,337
| -22% | -$58K | 0.01% | 357 |
|
|
2023
Q2 | $310K | Buy |
24,717
+849
| +4% | +$10.6K | 0.02% | 294 |
|
|
2023
Q1 | $360K | Buy |
23,868
+3,735
| +19% | +$56.4K | 0.05% | 218 |
|
|
2022
Q4 | $191K | Buy |
+20,133
| New | +$191K | 0.03% | 222 |
|