Global Retirement Partners’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
$114K Buy
+9,974
New +$114K ﹤0.01% 1370
2024
Q4
$136K Sell
12,895
-3,056
-19% -$32.3K ﹤0.01% 1122
2024
Q3
$132K Sell
15,951
-497
-3% -$4.1K ﹤0.01% 1094
2024
Q2
$122K Buy
16,448
+1,516
+10% +$11.3K ﹤0.01% 1094
2024
Q1
$130K Sell
14,932
-610
-4% -$5.33K ﹤0.01% 964
2023
Q4
$161K Sell
15,542
-1,196
-7% -$12.4K 0.01% 841
2023
Q3
$172K Sell
16,738
-342
-2% -$3.52K 0.01% 730
2023
Q2
$214K Sell
17,080
-1,347
-7% -$16.9K 0.01% 671
2023
Q1
$236K Buy
18,427
+640
+4% +$8.21K 0.01% 607
2022
Q4
$169K Sell
17,787
-455
-2% -$4.31K 0.01% 647
2022
Q3
$237K Sell
18,242
-1,492
-8% -$19.4K 0.02% 523
2022
Q2
$265K Buy
+19,734
New +$265K 0.02% 499