Forum Financial Management’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 | $765K | Buy |
66,764
+18,913
| +40% | +$217K | 0.01% | 272 |
|
|
2025
Q1 | $513K | Buy |
47,851
+4,648
| +11% | +$49.9K | 0.01% | 359 |
|
|
2024
Q4 | $457K | Buy |
43,203
+28,874
| +202% | +$305K | 0.01% | 412 |
|
|
2024
Q3 | $118K | Sell |
14,329
-171
| -1% | -$1.41K | ﹤0.01% | 745 |
|
|
2024
Q2 | $108K | Sell |
14,500
-4,976
| -26% | -$37K | ﹤0.01% | 696 |
|
|
2024
Q1 | $170K | Buy |
19,476
+6,837
| +54% | +$59.7K | ﹤0.01% | 715 |
|
|
2023
Q4 | $144K | Sell |
12,639
-29,540
| -70% | -$336K | ﹤0.01% | 665 |
|
|
2023
Q3 | $458K | Buy |
42,179
+948
| +2% | +$10.3K | 0.01% | 303 |
|
|
2023
Q2 | $517K | Sell |
41,231
-2,762
| -6% | -$34.6K | 0.01% | 286 |
|
|
2023
Q1 | $664K | Buy |
43,993
+24,629
| +127% | +$372K | 0.02% | 208 |
|
|
2022
Q4 | $184K | Sell |
19,364
-8,017
| -29% | -$76K | 0.01% | 552 |
|
|
2022
Q3 | $315K | Sell |
27,381
-8,888
| -25% | -$102K | 0.02% | 330 |
|
|
2022
Q2 | $487K | Buy |
+36,269
| New | +$487K | 0.02% | 239 |
|