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