Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Sell |
|
|||||
|
2025
Q2 | $163K | Sell |
|
|||||
|
2025
Q1 | $156K | Sell |
|
|||||
|
2024
Q4 | $166K | Sell |
|
|||||
|
2024
Q3 | $163K | Sell |
|
|||||
|
2024
Q2 | $162K | Sell |
|
|||||
|
2024
Q1 | $229K | Sell |
|
|||||
|
2023
Q4 | $335K | Buy |
|
|||||
|
2023
Q3 | $230K | Sell |
|
|||||
|
2023
Q2 | $268K | Sell |
|
|||||
|
2023
Q1 | $354K | Sell |
|
|||||
|
2022
Q4 | $234K | Sell |
|
|||||
|
2022
Q3 | $537K | Sell |
|
|||||
|
2022
Q2 | $1.42M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $592K | Buy |
|
|||||
|
2021
Q2 | $490K | Buy |
|
|||||
|
2021
Q1 | $451K | Buy |
|
|||||
|
2020
Q4 | $289K | Sell |
|
|||||
|
2020
Q3 | $212K | Sell |
|
|||||
|
2020
Q2 | $222K | Sell |
|
|||||
|
2020
Q1 | $227K | Buy |
|
|||||
|
2019
Q4 | $344K | Buy |
|
|||||
|
2019
Q3 | $271K | Hold |
|
|||||
|
2019
Q2 | $312K | Sell |
|
|||||
|
2019
Q1 | $319K | Buy |
|
|||||
|
2018
Q4 | $283K | Buy |
|
|||||
|
2018
Q3 | $337K | Buy |
|
|||||
|
2018
Q2 | $293K | Buy |
|
|||||
|
2018
Q1 | $241K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $315K | Buy |
|