EverSource 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 | $62.1K | Sell |
5,417
-2,159
| -28% | -$24.7K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $81.3K | Sell |
7,576
-9,725
| -56% | -$104K | ﹤0.01% | 994 |
|
|
2024
Q4 | $183K | Buy |
17,301
+14,521
| +522% | +$153K | 0.01% | 688 |
|
|
2024
Q3 | $22.9K | Buy |
2,780
+457
| +20% | +$3.77K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $20.1K | Buy |
2,323
+518
| +29% | +$4.48K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $13.3K | Sell |
1,805
-1,696
| -48% | -$12.5K | ﹤0.01% | 1556 |
|
|
2023
Q4 | $39.8K | Sell |
3,501
-1,746
| -33% | -$19.9K | ﹤0.01% | 987 |
|
|
2023
Q3 | $57K | Sell |
5,247
-322
| -6% | -$3.5K | 0.01% | 759 |
|
|
2023
Q2 | $69.8K | Buy |
5,569
+468
| +9% | +$5.87K | 0.01% | 712 |
|
|
2023
Q1 | $77K | Sell |
5,101
-374
| -7% | -$5.65K | 0.01% | 634 |
|
|
2022
Q4 | $51.9K | Buy |
5,475
+2,809
| +105% | +$26.6K | 0.01% | 750 |
|
|
2022
Q3 | $30K | Buy |
2,666
+1,262
| +90% | +$14.2K | 0.01% | 773 |
|
|
2022
Q2 | $20K | Buy |
+1,404
| New | +$20K | 0.01% | 832 |
|