GeoWealth 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 | $16.4K | Sell |
1,430
-852
| -37% | -$9.76K | ﹤0.01% | 1084 |
|
|
2025
Q1 | $24.5K | Sell |
2,282
-284
| -11% | -$3.05K | ﹤0.01% | 962 |
|
|
2024
Q4 | $27.1K | Sell |
2,566
-1,983
| -44% | -$21K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $37.5K | Sell |
4,549
-412
| -8% | -$3.4K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $36.9K | Buy |
4,961
+2,673
| +117% | +$19.9K | ﹤0.01% | 826 |
|
|
2024
Q1 | $20K | Sell |
2,288
-1,993
| -47% | -$17.4K | ﹤0.01% | 826 |
|
|
2023
Q4 | $49K | Buy |
+4,281
| New | +$49K | ﹤0.01% | 627 |
|