Greatmark Investment 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
$1.29M Sell
112,811
-7,629
-6% -$87.4K 0.16% 74
2025
Q1
$1.29M Sell
120,440
-427
-0.4% -$4.58K 0.18% 69
2024
Q4
$1.28M Sell
120,867
-1,767
-1% -$18.7K 0.17% 67
2024
Q3
$1.01M Sell
122,634
-5,067
-4% -$41.8K 0.14% 75
2024
Q2
$950K Sell
127,701
-4,792
-4% -$35.7K 0.14% 74
2024
Q1
$1.16M Buy
132,493
+65
+0% +$567 0.16% 67
2023
Q4
$1.51M Buy
132,428
+3,084
+2% +$35.1K 0.24% 58
2023
Q3
$1.4M Sell
129,344
-30,212
-19% -$328K 0.25% 58
2023
Q2
$2M Buy
159,556
+11,406
+8% +$143K 0.34% 54
2023
Q1
$2.24M Sell
148,150
-174
-0.1% -$2.63K 0.4% 50
2022
Q4
$1.41M Buy
148,324
+5,195
+4% +$49.2K 0.26% 57
2022
Q3
$1.65M Sell
143,129
-1,630
-1% -$18.7K 0.32% 53
2022
Q2
$1.94M Buy
+144,759
New +$1.94M 0.37% 50