FIA
Foundations Investment Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
14,269
-346
| -2% | -$3.97K | ﹤0.01% | 889 |
|
|
2025
Q1 | $157K | Buy |
14,615
+458
| +3% | +$4.91K | ﹤0.01% | 827 |
|
|
2024
Q4 | $150K | Sell |
14,157
-453
| -3% | -$4.79K | ﹤0.01% | 812 |
|
|
2024
Q3 | $121K | Buy |
14,610
+908
| +7% | +$7.49K | ﹤0.01% | 789 |
|
|
2024
Q2 | $102K | Buy |
+13,702
| New | +$102K | ﹤0.01% | 734 |
|
|
2024
Q1 | – | Sell |
-11,480
| Closed | -$120K | – | 762 |
|
|
2023
Q4 | $120K | Sell |
11,480
-1,916
| -14% | -$20K | ﹤0.01% | 647 |
|
|
2023
Q3 | $145K | Buy |
13,396
+3,132
| +31% | +$34K | ﹤0.01% | 622 |
|
|
2023
Q2 | $129K | Buy |
+10,264
| New | +$129K | ﹤0.01% | 556 |
|
|
2023
Q1 | – | Sell |
-12,478
| Closed | -$118K | – | 541 |
|
|
2022
Q4 | $118K | Buy |
+12,478
| New | +$118K | ﹤0.01% | 430 |
|