Holistic Financial Partners’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 | $209K | Buy |
18,209
+898
| +5% | +$10.3K | 0.09% | 119 |
|
|
2025
Q1 | $186K | Buy |
17,311
+11
| +0.1% | +$118 | 0.09% | 115 |
|
|
2024
Q4 | $183K | Sell |
17,300
-1,112
| -6% | -$11.8K | 0.09% | 115 |
|
|
2024
Q3 | $152K | Buy |
18,412
+273
| +2% | +$2.25K | 0.07% | 114 |
|
|
2024
Q2 | $135K | Sell |
18,139
-4,540
| -20% | -$33.8K | 0.07% | 115 |
|
|
2024
Q1 | $198K | Buy |
22,679
+1,444
| +7% | +$12.6K | 0.1% | 130 |
|
|
2023
Q4 | $242K | Buy |
21,235
+1,167
| +6% | +$13.3K | 0.15% | 96 |
|
|
2023
Q3 | $218K | Buy |
20,068
+266
| +1% | +$2.89K | 0.14% | 92 |
|
|
2023
Q2 | $248K | Buy |
19,802
+1,560
| +9% | +$19.6K | 0.17% | 81 |
|
|
2023
Q1 | $275K | Sell |
18,242
-1,334
| -7% | -$20.1K | 0.22% | 76 |
|
|
2022
Q4 | $186K | Buy |
19,576
+1,326
| +7% | +$12.6K | 0.17% | 89 |
|
|
2022
Q3 | $210K | Buy |
18,250
+230
| +1% | +$2.65K | 0.21% | 80 |
|
|
2022
Q2 | $242K | Buy |
+18,020
| New | +$242K | 0.23% | 71 |
|