Equitable Holdings’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 | $256K | Buy |
22,378
+3,150
| +16% | +$36.1K | ﹤0.01% | 1257 |
|
2025
Q1 | $206K | Sell |
19,228
-7,310
| -28% | -$78.4K | ﹤0.01% | 1240 |
|
2024
Q4 | $281K | Buy |
26,538
+3,504
| +15% | +$37K | ﹤0.01% | 1063 |
|
2024
Q3 | $190K | Sell |
23,034
-9,078
| -28% | -$74.9K | ﹤0.01% | 1199 |
|
2024
Q2 | $239K | Buy |
32,112
+10,864
| +51% | +$80.8K | ﹤0.01% | 1073 |
|
2024
Q1 | $185K | Buy |
21,248
+2,023
| +11% | +$17.7K | ﹤0.01% | 1102 |
|
2023
Q4 | $219K | Sell |
19,225
-2,247
| -10% | -$25.6K | ﹤0.01% | 1039 |
|
2023
Q3 | $233K | Buy |
21,472
+541
| +3% | +$5.88K | ﹤0.01% | 952 |
|
2023
Q2 | $262K | Sell |
20,931
-1,326
| -6% | -$16.6K | ﹤0.01% | 899 |
|
2023
Q1 | $336K | Buy |
22,257
+352
| +2% | +$5.32K | 0.01% | 764 |
|
2022
Q4 | $208K | Sell |
21,905
-10,585
| -33% | -$100K | ﹤0.01% | 848 |
|
2022
Q3 | $374K | Sell |
32,490
-3,551
| -10% | -$40.9K | 0.01% | 630 |
|
2022
Q2 | $484K | Buy |
+36,041
| New | +$484K | 0.01% | 572 |
|