IFP Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $816K | Sell |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.5M | Hold |
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|
2022
Q1 | $2.5M | Buy |
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