IAG Wealth 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
$4.54K Sell
396
-7
-2% -$80 ﹤0.01% 409
2025
Q1
$4.32K Buy
403
+7
+2% +$75 ﹤0.01% 416
2024
Q4
$4.19K Sell
396
-22
-5% -$233 ﹤0.01% 438
2024
Q3
$3.45K Buy
418
+22
+6% +$182 ﹤0.01% 427
2024
Q2
$2.95K Sell
396
-305
-44% -$2.27K ﹤0.01% 431
2024
Q1
$6.12K Buy
701
+147
+27% +$1.28K ﹤0.01% 363
2023
Q4
$6.31K Buy
554
+446
+413% +$5.08K ﹤0.01% 352
2023
Q3
$1.17K Buy
108
+24
+29% +$261 ﹤0.01% 413
2023
Q2
$1.05K Sell
84
-22
-21% -$276 ﹤0.01% 418
2023
Q1
$1.6K Hold
106
﹤0.01% 415
2022
Q4
$1.01K Sell
106
-729
-87% -$6.91K ﹤0.01% 404
2022
Q3
$10K Buy
835
+373
+81% +$4.47K ﹤0.01% 281
2022
Q2
$6K Buy
+462
New +$6K ﹤0.01% 324