HB 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 | $2.27M | Sell |
198,181
-74,553
| -27% | -$854K | 0.02% | 336 |
|
|
2025
Q1 | $2.93M | Buy |
272,734
+32,184
| +13% | +$345K | 0.02% | 298 |
|
|
2024
Q4 | $2.54M | Buy |
240,550
+12,154
| +5% | +$128K | 0.03% | 244 |
|
|
2024
Q3 | $1.88M | Buy |
228,396
+15,964
| +8% | +$132K | 0.02% | 284 |
|
|
2024
Q2 | $1.58M | Sell |
212,432
-18,954
| -8% | -$141K | 0.02% | 295 |
|
|
2024
Q1 | $2.02M | Sell |
231,386
-9,505
| -4% | -$83K | 0.03% | 244 |
|
|
2023
Q4 | $2.74M | Buy |
240,891
+304
| +0.1% | +$3.46K | 0.04% | 187 |
|
|
2023
Q3 | $2.61M | Buy |
240,587
+7,757
| +3% | +$84.2K | 0.04% | 172 |
|
|
2023
Q2 | $2.92M | Sell |
232,830
-1,536
| -0.7% | -$19.3K | 0.05% | 165 |
|
|
2023
Q1 | $3.54M | Buy |
234,366
+43,613
| +23% | +$659K | 0.06% | 144 |
|
|
2022
Q4 | $1.81M | Sell |
190,753
-4,767
| -2% | -$45.2K | 0.03% | 208 |
|
|
2022
Q3 | $2.25M | Sell |
195,520
-2,815
| -1% | -$32.4K | 0.05% | 167 |
|
|
2022
Q2 | $2.66M | Buy |
+198,335
| New | +$2.66M | 0.05% | 149 |
|