EP Wealth Advisors’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 | $344K | Buy |
30,045
+1,902
| +7% | +$21.8K | ﹤0.01% | 940 |
|
|
2025
Q1 | $302K | Sell |
28,143
-1,208
| -4% | -$13K | ﹤0.01% | 908 |
|
|
2024
Q4 | $310K | Buy |
29,351
+11,209
| +62% | +$118K | ﹤0.01% | 858 |
|
|
2024
Q3 | $150K | Sell |
18,142
-720
| -4% | -$5.94K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $140K | Sell |
18,862
-1,315
| -7% | -$9.78K | ﹤0.01% | 794 |
|
|
2024
Q1 | $176K | Buy |
20,177
+2,253
| +13% | +$19.7K | ﹤0.01% | 750 |
|
|
2023
Q4 | $204K | Sell |
17,924
-11,954
| -40% | -$136K | ﹤0.01% | 710 |
|
|
2023
Q3 | $324K | Sell |
29,878
-54,971
| -65% | -$597K | 0.01% | 543 |
|
|
2023
Q2 | $658K | Buy |
84,849
+75,690
| +826% | +$587K | 0.01% | 408 |
|
|
2023
Q1 | $317K | Sell |
9,159
-17,803
| -66% | -$616K | 0.01% | 480 |
|
|
2022
Q4 | $256K | Sell |
26,962
-2,999
| -10% | -$28.4K | ﹤0.01% | 497 |
|
|
2022
Q3 | $345K | Sell |
29,961
-881
| -3% | -$10.1K | 0.01% | 296 |
|
|
2022
Q2 | $414K | Buy |
+30,842
| New | +$414K | 0.01% | 415 |
|