IFP Advisors’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 | $674K | Buy |
58,406
+13,418
| +30% | +$155K | 0.02% | 723 |
|
|
2025
Q1 | $483K | Sell |
44,988
-13,726
| -23% | -$147K | 0.01% | 788 |
|
|
2024
Q4 | $624K | Buy |
58,714
+32,592
| +125% | +$346K | 0.02% | 659 |
|
|
2024
Q3 | $216K | Sell |
26,122
-3,756
| -13% | -$31K | 0.01% | 1052 |
|
|
2024
Q2 | $222K | Sell |
29,878
-1,795
| -6% | -$13.4K | 0.01% | 995 |
|
|
2024
Q1 | $277K | Sell |
31,673
-181
| -0.6% | -$1.58K | 0.01% | 842 |
|
|
2023
Q4 | $362K | Sell |
31,854
-743
| -2% | -$8.46K | 0.02% | 696 |
|
|
2023
Q3 | $354K | Buy |
32,597
+2,651
| +9% | +$28.8K | 0.02% | 717 |
|
|
2023
Q2 | $376K | Sell |
29,946
-2,069
| -6% | -$25.9K | 0.02% | 759 |
|
|
2023
Q1 | $816K | Sell |
32,015
-39,638
| -55% | -$1.01M | 0.04% | 449 |
|
|
2022
Q4 | $1.91M | Sell |
71,653
-29,395
| -29% | -$784K | 0.05% | 383 |
|
|
2022
Q3 | $2.73M | Buy |
101,048
+8,443
| +9% | +$228K | 0.07% | 303 |
|
|
2022
Q2 | $2.5M | Hold |
92,605
| – | – | 0.08% | 295 |
|
|
2022
Q1 | $2.5M | Buy |
+92,605
| New | +$2.5M | 0.08% | 295 |
|