HHM 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 | $3.34K | Sell |
291
-148
| -34% | -$1.7K | ﹤0.01% | 720 |
|
|
2025
Q1 | $4.71K | Buy |
439
+9
| +2% | +$97 | ﹤0.01% | 674 |
|
|
2024
Q4 | $4.55K | Buy |
430
+191
| +80% | +$2.02K | ﹤0.01% | 688 |
|
|
2024
Q3 | $1.97K | Hold |
239
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $1.78K | Sell |
239
-179
| -43% | -$1.33K | ﹤0.01% | 714 |
|
|
2024
Q1 | $3.65K | Hold |
418
| – | – | ﹤0.01% | 650 |
|
|
2023
Q4 | $4.76K | Sell |
418
-270
| -39% | -$3.07K | ﹤0.01% | 629 |
|
|
2023
Q3 | $7.47K | Buy |
688
+18
| +3% | +$195 | ﹤0.01% | 561 |
|
|
2023
Q2 | $8.4K | Hold |
670
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $10.1K | Sell |
670
-361
| -35% | -$5.45K | ﹤0.01% | 526 |
|
|
2022
Q4 | $9.77K | Sell |
1,031
-737
| -42% | -$6.99K | ﹤0.01% | 453 |
|
|
2022
Q3 | $20K | Sell |
1,768
-1,323
| -43% | -$15K | 0.01% | 348 |
|
|
2022
Q2 | $41K | Buy |
+3,091
| New | +$41K | 0.01% | 307 |
|