Diversified Investment Strategies’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
$4.76M Sell
415,495
-2,500
-0.6% -$28.7K 3.22% 11
2025
Q1
$4.49M Sell
417,995
-3,500
-0.8% -$37.6K 3.05% 12
2024
Q4
$4.46M Sell
421,495
-54,575
-11% -$577K 2.91% 13
2024
Q3
$3.93M Sell
476,070
-7,820
-2% -$64.5K 2.59% 15
2024
Q2
$3.6M Sell
483,890
-4,200
-0.9% -$31.2K 2.52% 13
2024
Q1
$4.26M Buy
488,090
+7,952
+2% +$69.4K 2.87% 13
2023
Q4
$5.46M Sell
480,138
-740
-0.2% -$8.42K 4% 7
2023
Q3
$5.22M Buy
480,878
+1,835
+0.4% +$19.9K 3.96% 7
2023
Q2
$6.01M Sell
479,043
-900
-0.2% -$11.3K 4.44% 7
2023
Q1
$7.25M Buy
479,943
+6,385
+1% +$96.4K 5.16% 6
2022
Q4
$4.49M Buy
473,558
+119,540
+34% +$1.13M 3.48% 9
2022
Q3
$4.07M Buy
+354,018
New +$4.07M 3.35% 11