Integrated Wealth Concepts’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
Q2 | $407K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $497K | Sell |
|
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|
2024
Q2 | $496K | Buy |
|
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|
2024
Q1 | $524K | Sell |
|
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|
2023
Q4 | $798K | Sell |
|
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|
2023
Q3 | $1.11M | Buy |
|
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.41M | Buy |
|
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $610K | Buy |
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