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 |
|