IMA Advisory Services’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 | $1.14M | Buy |
99,298
+4,497
| +5% | +$51.5K | 0.12% | 115 |
|
|
2025
Q1 | $1.02M | Sell |
94,801
-9,451
| -9% | -$101K | 0.12% | 109 |
|
|
2024
Q4 | $1.1M | Sell |
104,252
-1,631
| -2% | -$17.2K | 0.13% | 116 |
|
|
2024
Q3 | $874K | Buy |
+105,883
| New | +$874K | 0.19% | 105 |
|
|
2023
Q4 | – | Sell |
-86,266
| Closed | -$937K | – | 267 |
|
|
2023
Q3 | $937K | Buy |
86,266
+86,170
| +89,760% | +$936K | 0.24% | 92 |
|
|
2023
Q2 | $1.2K | Hold |
96
| – | – | ﹤0.01% | 281 |
|
|
2023
Q1 | $1.45K | Sell |
96
-2,393
| -96% | -$36.1K | ﹤0.01% | 285 |
|
|
2022
Q4 | $23.6K | Hold |
2,489
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $29K | Hold |
2,489
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $33K | Buy |
+2,489
| New | +$33K | 0.01% | 209 |
|