Independent Advisor Alliance’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 | $201K | Sell |
17,549
-1,604
| -8% | -$18.4K | 0.01% | 847 |
|
|
2025
Q1 | $206K | Buy |
19,153
+851
| +5% | +$9.13K | 0.01% | 762 |
|
|
2024
Q4 | $193K | Buy |
18,302
+2,424
| +15% | +$25.6K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $131K | Sell |
15,878
-1,457
| -8% | -$12K | ﹤0.01% | 678 |
|
|
2024
Q2 | $129K | Sell |
17,335
-943
| -5% | -$7.02K | ﹤0.01% | 674 |
|
|
2024
Q1 | $160K | Sell |
18,278
-2,763
| -13% | -$24.1K | 0.01% | 665 |
|
|
2023
Q4 | $239K | Sell |
21,041
-7,147
| -25% | -$81.3K | 0.01% | 603 |
|
|
2023
Q3 | $306K | Sell |
28,188
-2,250
| -7% | -$24.4K | 0.01% | 513 |
|
|
2023
Q2 | $382K | Sell |
30,438
-581
| -2% | -$7.29K | 0.02% | 484 |
|
|
2023
Q1 | $468K | Sell |
31,019
-16,671
| -35% | -$252K | 0.02% | 434 |
|
|
2022
Q4 | $452 | Sell |
47,690
-8,606
| -15% | -$82 | ﹤0.01% | 351 |
|
|
2022
Q3 | $647K | Sell |
56,296
-7,096
| -11% | -$81.6K | 0.04% | 319 |
|
|
2022
Q2 | $851K | Buy |
+63,392
| New | +$851K | 0.05% | 294 |
|