Focus Partners Wealth’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 | $831K | Sell |
72,538
-44,283
| -38% | -$507K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $1.25M | Buy |
116,821
+50,615
| +76% | +$543K | ﹤0.01% | 980 |
|
|
2024
Q4 | $700K | Sell |
66,206
-31,364
| -32% | -$332K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $805K | Buy |
97,570
+27,428
| +39% | +$226K | ﹤0.01% | 993 |
|
|
2024
Q2 | $522K | Buy |
70,142
+37,688
| +116% | +$280K | ﹤0.01% | 941 |
|
|
2024
Q1 | $283K | Buy |
+32,454
| New | +$283K | ﹤0.01% | 850 |
|