Financial Perspectives’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 | $34.7K | Hold |
3,031
| – | – | 0.01% | 354 |
|
|
2025
Q1 | $32.5K | Hold |
3,031
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $32K | Sell |
3,031
-453
| -13% | -$4.79K | 0.01% | 348 |
|
|
2024
Q3 | $28.7K | Sell |
3,484
-394
| -10% | -$3.25K | 0.01% | 340 |
|
|
2024
Q2 | $28.9K | Sell |
3,878
-368
| -9% | -$2.74K | 0.01% | 329 |
|
|
2024
Q1 | $37.1K | Sell |
4,246
-262
| -6% | -$2.29K | 0.01% | 309 |
|
|
2023
Q4 | $51.3K | Hold |
4,508
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $49K | Hold |
4,508
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $56.5K | Sell |
4,508
-445
| -9% | -$5.58K | 0.02% | 247 |
|
|
2023
Q1 | $74.8K | Sell |
4,953
-80
| -2% | -$1.21K | 0.04% | 220 |
|
|
2022
Q4 | $47.7K | Sell |
5,033
-1,434
| -22% | -$13.6K | 0.02% | 252 |
|
|
2022
Q3 | $74.4K | Hold |
6,467
| – | – | 0.04% | 201 |
|
|
2022
Q2 | $86.8K | Buy |
+6,467
| New | +$86.8K | 0.05% | 183 |
|