Envestnet Portfolio Solutions’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 | – | Sell |
-12,620
| Closed | -$135K | – | 1653 |
|
|
2025
Q1 | $135K | Sell |
12,620
-36,530
| -74% | -$392K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $520K | Buy |
49,150
+287
| +0.6% | +$3.03K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $403K | Sell |
48,863
-389,929
| -89% | -$3.22M | ﹤0.01% | 1302 |
|
|
2024
Q2 | $3.26M | Buy |
438,792
+401,079
| +1,064% | +$2.98M | 0.01% | 483 |
|
|
2024
Q1 | $329K | Sell |
37,713
-3,726
| -9% | -$32.5K | ﹤0.01% | 1313 |
|
|
2023
Q4 | $472K | Sell |
41,439
-368
| -0.9% | -$4.19K | ﹤0.01% | 1081 |
|
|
2023
Q3 | $454K | Buy |
+41,807
| New | +$454K | ﹤0.01% | 1026 |
|