Douglas Lane & Associates’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 | $20.4M | Buy |
1,778,592
+21,303
| +1% | +$244K | 0.3% | 100 |
|
|
2025
Q1 | $18.9M | Buy |
1,757,289
+30,448
| +2% | +$327K | 0.28% | 105 |
|
|
2024
Q4 | $18.3M | Buy |
1,726,841
+211,272
| +14% | +$2.23M | 0.26% | 104 |
|
|
2024
Q3 | $12.5M | Buy |
1,515,569
+239,699
| +19% | +$1.98M | 0.17% | 109 |
|
|
2024
Q2 | $9.49M | Buy |
1,275,870
+118,987
| +10% | +$885K | 0.13% | 117 |
|
|
2024
Q1 | $10.1M | Buy |
1,156,883
+62,336
| +6% | +$544K | 0.14% | 115 |
|
|
2023
Q4 | $12.5M | Buy |
1,094,547
+28,286
| +3% | +$322K | 0.19% | 108 |
|
|
2023
Q3 | $11.6M | Sell |
1,066,261
-14,852
| -1% | -$161K | 0.19% | 108 |
|
|
2023
Q2 | $13.6M | Buy |
1,081,113
+32,262
| +3% | +$405K | 0.22% | 104 |
|
|
2023
Q1 | $15.8M | Buy |
1,048,851
+27,004
| +3% | +$408K | 0.26% | 101 |
|
|
2022
Q4 | $9.69M | Buy |
1,021,847
+698,351
| +216% | +$6.62M | 0.16% | 113 |
|
|
2022
Q3 | $3.72M | Buy |
323,496
+94,398
| +41% | +$1.09M | 0.07% | 120 |
|
|
2022
Q2 | $3.07M | Buy |
+229,098
| New | +$3.07M | 0.05% | 126 |
|