HighMark 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 | $6.5K | Buy |
567
+67
| +13% | +$768 | ﹤0.01% | 368 |
|
|
2025
Q1 | $5.37K | Buy |
500
+28
| +6% | +$300 | ﹤0.01% | 362 |
|
|
2024
Q4 | $4.99K | Sell |
472
-103
| -18% | -$1.09K | ﹤0.01% | 383 |
|
|
2024
Q3 | $4.74K | Buy |
575
+103
| +22% | +$850 | ﹤0.01% | 409 |
|
|
2024
Q2 | $3.51K | Hold |
472
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $4.12K | Buy |
472
+195
| +70% | +$1.7K | ﹤0.01% | 394 |
|
|
2023
Q4 | $3.15K | Hold |
277
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $3.01K | Hold |
277
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $3.47K | Hold |
277
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $4.18K | Hold |
277
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $2.63K | Sell |
277
-28
| -9% | -$265 | ﹤0.01% | 405 |
|
|
2022
Q3 | $4K | Hold |
305
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $4K | Buy |
+305
| New | +$4K | ﹤0.01% | 385 |
|