Heritage Wealth Advisors’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 | $8.78K | Buy |
766
+11
| +1% | +$126 | ﹤0.01% | 430 |
|
|
2025
Q1 | $8.1K | Hold |
755
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $7.98K | Buy |
755
+169
| +29% | +$1.79K | ﹤0.01% | 461 |
|
|
2024
Q3 | $4.84K | Hold |
586
| – | – | ﹤0.01% | 484 |
|
|
2024
Q2 | $4.36K | Hold |
586
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $5.12K | Sell |
586
-24
| -4% | -$210 | ﹤0.01% | 470 |
|
|
2023
Q4 | $6.94K | Buy |
610
+500
| +455% | +$5.69K | ﹤0.01% | 469 |
|
|
2023
Q3 | $1.2K | Hold |
110
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $1.38K | Hold |
110
| – | – | ﹤0.01% | 509 |
|
|
2023
Q1 | $1.66K | Hold |
110
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $1.04K | Hold |
110
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $1.27K | Hold |
110
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 545 |
|