IHT Wealth Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $433K | Sell |
15,776
-2,721
| -15% | -$76.2K | 0.01% | 875 |
|
|
2025
Q4 | $533K | Buy |
18,497
+2,678
| +17% | +$62.6K | 0.01% | 740 |
|
|
2025
Q3 | $309K | Sell |
15,819
-7,503
| -32% | -$102K | 0.01% | 918 |
|
|
2025
Q2 | $267K | Sell |
23,322
-1,013
| -4% | -$9.45K | 0.01% | 943 |
|
|
2025
Q1 | $261K | Sell |
24,335
-798
| -3% | -$8.35K | 0.01% | 918 |
|
|
2024
Q4 | $266K | Sell |
25,133
-7,198
| -22% | -$66.9K | 0.01% | 897 |
|
|
2024
Q3 | $266K | Buy |
32,331
+4,226
| +15% | +$33K | 0.01% | 956 |
|
|
2024
Q2 | $209K | Buy |
28,105
+1,289
| +5% | +$10.3K | 0.01% | 945 |
|
|
2024
Q1 | $234K | Buy |
26,816
+1,232
| +5% | +$11.9K | 0.01% | 892 |
|
|
2023
Q4 | $291K | Sell |
25,584
-4,300
| -14% | -$46.4K | 0.01% | 772 |
|
|
2023
Q3 | $325K | Buy |
29,884
+4,669
| +19% | +$58.3K | 0.02% | 699 |
|
|
2023
Q2 | $316K | Sell |
25,215
-3,817
| -13% | -$49.5K | 0.02% | 699 |
|
|
2023
Q1 | $438K | Sell |
29,032
-3,877
| -12% | -$55.2K | 0.03% | 550 |
|
|
2022
Q4 | $312K | Sell |
32,909
-182
| -0.5% | -$2.06K | 0.02% | 648 |
|
|
2022
Q3 | $381K | Buy |
33,091
+9,348
| +39% | +$127K | 0.03% | 536 |
|
|
2022
Q2 | $319K | Buy |
+23,743
| New | +$440K | 0.03% | 511 |
|
|
2021
Q2 | – | Sell |
-15,495
| Closed | -$673K | – | 986 |
|
|
2021
Q1 | $673K | Buy |
+15,495
| New | +$774K | 0.05% | 371 |
|
|
2017
Q4 | – | Sell |
-71
| Closed | -$1K | – | 1781 |
|
|
2017
Q3 | $1K | Sell |
71
-29
| -29% | -$683 | ﹤0.01% | 1371 |
|
|
2017
Q2 | $1 | Buy |
100
+20
| +25% | +$541 | ﹤0.01% | 1378 |
|
|
2017
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1106 |
|
|
2016
Q4 | $2K | Buy |
+80
| New | +$2.17K | ﹤0.01% | 1059 |
|
Other funds holding WBD
VCM
VPM
PCM
SC