HighPoint Advisor Group’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 | $781K | Buy |
68,150
+2,809
| +4% | +$32.2K | 0.04% | 289 |
|
|
2025
Q1 | $573K | Sell |
65,341
-2,389
| -4% | -$21K | 0.03% | 326 |
|
|
2024
Q4 | $667K | Sell |
67,730
-33
| -0% | -$325 | 0.04% | 313 |
|
|
2024
Q3 | $559K | Sell |
67,763
-3,309
| -5% | -$27.3K | 0.03% | 336 |
|
|
2024
Q2 | $624K | Buy |
71,072
+8
| +0% | +$70 | 0.04% | 309 |
|
|
2024
Q1 | $596K | Sell |
71,064
-863
| -1% | -$7.24K | 0.04% | 318 |
|
|
2023
Q4 | $609K | Buy |
+71,927
| New | +$609K | 0.04% | 315 |
|
|
2022
Q2 | $1.23M | Buy |
+85,853
| New | +$1.23M | 0.13% | 123 |
|