IFG Advisory’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 | $121K | Buy |
10,517
+234
| +2% | +$2.68K | 0.01% | 728 |
|
|
2025
Q1 | $110K | Buy |
+10,283
| New | +$110K | 0.01% | 667 |
|
|
2024
Q4 | – | Sell |
-11,588
| Closed | -$95.6K | – | 687 |
|
|
2024
Q3 | $95.6K | Buy |
+11,588
| New | +$95.6K | 0.01% | 377 |
|
|
2022
Q4 | – | Sell |
-16,588
| Closed | -$190K | – | 541 |
|
|
2022
Q3 | $190K | Buy |
16,588
+1,272
| +8% | +$14.6K | 0.02% | 496 |
|
|
2022
Q2 | $204K | Buy |
+15,316
| New | +$204K | 0.02% | 439 |
|