Everhart Financial Group’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 | $456K | Buy |
39,756
+4,494
| +13% | +$51.5K | 0.05% | 238 |
|
|
2025
Q1 | $378K | Buy |
35,262
+3,884
| +12% | +$41.7K | 0.05% | 246 |
|
|
2024
Q4 | $332K | Buy |
31,378
+7,663
| +32% | +$81K | 0.07% | 247 |
|
|
2024
Q3 | $196K | Buy |
23,715
+5,808
| +32% | +$47.9K | 0.04% | 312 |
|
|
2024
Q2 | $133K | Buy |
17,907
+6,460
| +56% | +$48.1K | 0.03% | 288 |
|
|
2024
Q1 | $99.9K | Buy |
+11,447
| New | +$99.9K | 0.03% | 273 |
|