IHT Wealth Management’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 | $267K | Sell |
23,322
-1,013
| -4% | -$11.6K | 0.01% | 943 |
|
2025
Q1 | $261K | Sell |
24,335
-798
| -3% | -$8.56K | 0.01% | 918 |
|
2024
Q4 | $266K | Sell |
25,133
-7,198
| -22% | -$76.1K | 0.01% | 897 |
|
2024
Q3 | $266K | Buy |
32,331
+4,226
| +15% | +$34.8K | 0.01% | 956 |
|
2024
Q2 | $209K | Buy |
28,105
+1,289
| +5% | +$9.59K | 0.01% | 945 |
|
2024
Q1 | $234K | Buy |
26,816
+1,232
| +5% | +$10.8K | 0.01% | 892 |
|
2023
Q4 | $291K | Sell |
25,584
-4,300
| -14% | -$48.9K | 0.01% | 772 |
|
2023
Q3 | $325K | Buy |
29,884
+4,669
| +19% | +$50.7K | 0.02% | 699 |
|
2023
Q2 | $316K | Sell |
25,215
-3,817
| -13% | -$47.9K | 0.02% | 699 |
|
2023
Q1 | $438K | Sell |
29,032
-3,877
| -12% | -$58.5K | 0.03% | 550 |
|
2022
Q4 | $312K | Sell |
32,909
-182
| -0.5% | -$1.73K | 0.02% | 648 |
|
2022
Q3 | $381K | Buy |
33,091
+9,348
| +39% | +$108K | 0.03% | 536 |
|
2022
Q2 | $319K | Buy |
+23,743
| New | +$319K | 0.03% | 511 |
|