IFWM
Institute for Wealth Management’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
14,213
-310
| -2% | -$3.55K | 0.02% | 548 |
|
|
2025
Q1 | $156K | Sell |
14,523
-1,170
| -7% | -$12.6K | 0.02% | 516 |
|
|
2024
Q4 | $166K | Sell |
15,693
-4,103
| -21% | -$43.4K | 0.02% | 491 |
|
|
2024
Q3 | $163K | Sell |
19,796
-1,944
| -9% | -$16K | 0.02% | 529 |
|
|
2024
Q2 | $162K | Sell |
21,740
-4,512
| -17% | -$33.6K | 0.02% | 492 |
|
|
2024
Q1 | $229K | Sell |
26,252
-3,190
| -11% | -$27.8K | 0.03% | 446 |
|
|
2023
Q4 | $335K | Buy |
29,442
+8,258
| +39% | +$94K | 0.05% | 345 |
|
|
2023
Q3 | $230K | Sell |
21,184
-166
| -0.8% | -$1.8K | 0.04% | 400 |
|
|
2023
Q2 | $268K | Sell |
21,350
-2,123
| -9% | -$26.6K | 0.05% | 376 |
|
|
2023
Q1 | $354K | Sell |
23,473
-1,256
| -5% | -$19K | 0.07% | 311 |
|
|
2022
Q4 | $234K | Sell |
24,729
-21,987
| -47% | -$208K | 0.05% | 392 |
|
|
2022
Q3 | $537K | Sell |
46,716
-59,078
| -56% | -$679K | 0.12% | 224 |
|
|
2022
Q2 | $1.42M | Buy |
+105,794
| New | +$1.42M | 0.28% | 91 |
|