IPG Investment Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-772,404
| Closed | -$8.16M | – | 199 |
|
|
2024
Q4 | $8.16M | Sell |
772,404
-109,010
| -12% | -$1.15M | 1.86% | 16 |
|
|
2024
Q3 | $7.27M | Buy |
881,414
+1,218
| +0.1% | +$10K | 1.58% | 17 |
|
|
2024
Q2 | $6.55M | Buy |
880,196
+654,070
| +289% | +$4.87M | 1.43% | 18 |
|
|
2024
Q1 | $1.97M | Buy |
+226,126
| New | +$1.97M | 0.43% | 50 |
|
|
2023
Q1 | – | Sell |
-1,697,276
| Closed | -$16.1M | – | 181 |
|
|
2022
Q4 | $16.1M | Buy |
1,697,276
+949,020
| +127% | +$9M | 4.49% | 5 |
|
|
2022
Q3 | $8.6M | Buy |
748,256
+66,270
| +10% | +$762K | 2.41% | 13 |
|
|
2022
Q2 | $9.15M | Buy |
+681,986
| New | +$9.15M | 2.29% | 14 |
|