Empower Advisory Group’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,200
| Closed | -$101K | – | 519 |
|
2024
Q3 | $101K | Sell |
12,200
-17,842
| -59% | -$147K | ﹤0.01% | 499 |
|
2024
Q2 | $224K | Sell |
30,042
-5,917,487
| -99% | -$44M | ﹤0.01% | 460 |
|
2024
Q1 | $51.9M | Buy |
5,947,529
+1,090,833
| +22% | +$9.52M | 0.19% | 114 |
|
2023
Q4 | $55.3M | Buy |
4,856,696
+1,365,812
| +39% | +$15.5M | 0.22% | 104 |
|
2023
Q3 | $37.9M | Sell |
3,490,884
-718,617
| -17% | -$7.8M | 0.17% | 113 |
|
2023
Q2 | $52.8M | Buy |
4,209,501
+301,029
| +8% | +$3.77M | 0.23% | 107 |
|
2023
Q1 | $57.9M | Buy |
+3,908,472
| New | +$57.9M | 0.26% | 90 |
|