Global Retirement Partners’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.08M | Buy |
37,466
+26,643
| +246% | +$623K | 0.02% | 635 |
|
|
2025
Q3 | $211K | Buy |
10,823
+849
| +9% | +$11.6K | ﹤0.01% | 1144 |
|
|
2025
Q2 | $114K | Buy |
+9,974
| New | +$93K | ﹤0.01% | 1370 |
|
|
2024
Q4 | $136K | Sell |
12,895
-3,056
| -19% | -$28.4K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $132K | Sell |
15,951
-497
| -3% | -$3.88K | ﹤0.01% | 1094 |
|
|
2024
Q2 | $122K | Buy |
16,448
+1,516
| +10% | +$12.1K | ﹤0.01% | 1094 |
|
|
2024
Q1 | $130K | Sell |
14,932
-610
| -4% | -$5.88K | ﹤0.01% | 964 |
|
|
2023
Q4 | $161K | Sell |
15,542
-1,196
| -7% | -$12.9K | 0.01% | 841 |
|
|
2023
Q3 | $172K | Sell |
16,738
-342
| -2% | -$4.27K | 0.01% | 730 |
|
|
2023
Q2 | $214K | Sell |
17,080
-1,347
| -7% | -$17.5K | 0.01% | 671 |
|
|
2023
Q1 | $236K | Buy |
18,427
+640
| +4% | +$9.11K | 0.01% | 607 |
|
|
2022
Q4 | $169K | Sell |
17,787
-455
| -2% | -$5.14K | 0.01% | 647 |
|
|
2022
Q3 | $237K | Sell |
18,242
-1,492
| -8% | -$20.3K | 0.02% | 523 |
|
|
2022
Q2 | $265K | Buy |
+19,734
| New | +$366K | 0.02% | 499 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | – | – | 2073 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | +$139 | ﹤0.01% | 1962 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1918 |
|
|
2019
Q3 | – | Sell |
-187
| Closed | -$6K | – | 1696 |
|
|
2019
Q2 | $6K | Hold |
187
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q1 | $5K | Hold |
187
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q4 | $5K | Buy |
187
+47
| +34% | +$1.43K | ﹤0.01% | 1180 |
|
|
2018
Q3 | $4K | Buy |
140
+19
| +16% | +$535 | ﹤0.01% | 1295 |
|
|
2018
Q2 | $3K | Buy |
+121
| New | +$2.88K | ﹤0.01% | 1340 |
|
Other funds holding WBD
PCM
SC
