Elevation 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 | $4.3K | Buy |
375
+282
| +303% | +$3.23K | ﹤0.01% | 409 |
|
|
2025
Q1 | $998 | Hold |
93
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $984 | Buy |
93
+1
| +1% | +$11 | ﹤0.01% | 450 |
|
|
2024
Q3 | $759 | Sell |
92
-44
| -32% | -$363 | ﹤0.01% | 440 |
|
|
2024
Q2 | $1.01K | Buy |
136
+92
| +209% | +$685 | ﹤0.01% | 464 |
|
|
2024
Q1 | $385 | Sell |
44
-55
| -56% | -$481 | ﹤0.01% | 441 |
|
|
2023
Q4 | $1.08K | Buy |
99
+55
| +125% | +$598 | ﹤0.01% | 404 |
|
|
2023
Q3 | $478 | Hold |
44
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $552 | Hold |
44
| – | – | ﹤0.01% | 322 |
|
|
2023
Q1 | $665 | Buy |
+44
| New | +$665 | ﹤0.01% | 319 |
|