Farther Finance 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 | $151K | Buy |
13,148
+1,295
| +11% | +$14.8K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $121K | Buy |
11,853
+1,720
| +17% | +$17.6K | ﹤0.01% | 1443 |
|
|
2024
Q4 | $107K | Buy |
10,133
+76
| +0.8% | +$803 | ﹤0.01% | 1286 |
|
|
2024
Q3 | $83K | Sell |
10,057
-372
| -4% | -$3.07K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $74K | Sell |
10,429
-2,522
| -19% | -$17.9K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $114K | Buy |
12,951
+4,005
| +45% | +$35.2K | 0.01% | 901 |
|
|
2023
Q4 | $102K | Buy |
8,946
+380
| +4% | +$4.32K | 0.01% | 798 |
|
|
2023
Q3 | $93K | Sell |
8,566
-87
| -1% | -$945 | 0.01% | 588 |
|
|
2023
Q2 | $109K | Sell |
8,653
-7,076
| -45% | -$88.7K | 0.02% | 437 |
|
|
2023
Q1 | $238K | Buy |
15,729
+9,618
| +157% | +$145K | 0.07% | 241 |
|
|
2022
Q4 | $57.9K | Buy |
+6,111
| New | +$57.9K | 0.02% | 457 |
|