Guardian Wealth 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 | $656K | Sell |
57,231
-498
| -0.9% | -$5.71K | 0.44% | 48 |
|
|
2025
Q1 | $619K | Buy |
57,729
+21,712
| +60% | +$233K | 0.41% | 52 |
|
|
2024
Q4 | $381K | Sell |
36,017
-21,483
| -37% | -$227K | 0.26% | 55 |
|
|
2024
Q3 | $474K | Buy |
57,500
+534
| +0.9% | +$4.41K | 0.33% | 54 |
|
|
2024
Q2 | $424K | Buy |
56,966
+486
| +0.9% | +$3.62K | 0.32% | 52 |
|
|
2024
Q1 | $493K | Buy |
56,480
+16,575
| +42% | +$145K | 0.38% | 50 |
|
|
2023
Q4 | $454K | Sell |
39,905
-18,510
| -32% | -$211K | 0.38% | 52 |
|
|
2023
Q3 | $634K | Sell |
58,415
-153
| -0.3% | -$1.66K | 0.59% | 49 |
|
|
2023
Q2 | $734K | Buy |
58,568
+1,581
| +3% | +$19.8K | 0.67% | 50 |
|
|
2023
Q1 | $861K | Buy |
56,987
+9,297
| +19% | +$140K | 0.83% | 45 |
|
|
2022
Q4 | $452K | Sell |
47,690
-15,644
| -25% | -$148K | 0.45% | 57 |
|
|
2022
Q3 | $728K | Sell |
63,334
-459
| -0.7% | -$5.28K | 0.82% | 48 |
|
|
2022
Q2 | $856K | Buy |
+63,793
| New | +$856K | 0.92% | 45 |
|