JNBA Financial 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
Q2 | $1.91K | Sell |
167
-67
| -29% | -$768 | ﹤0.01% | 602 |
|
|
2025
Q1 | $2.51K | Buy |
234
+67
| +40% | +$719 | ﹤0.01% | 584 |
|
|
2024
Q4 | $1.77K | Sell |
167
-119
| -42% | -$1.26K | ﹤0.01% | 597 |
|
|
2024
Q3 | $2.36K | Buy |
286
+119
| +71% | +$982 | ﹤0.01% | 593 |
|
|
2024
Q2 | $1.24K | Sell |
167
-362
| -68% | -$2.69K | ﹤0.01% | 599 |
|
|
2024
Q1 | $4.62K | Hold |
529
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $6.02K | Hold |
529
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $5.75K | Hold |
529
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $6.63K | Hold |
529
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $7.99K | Sell |
529
-302
| -36% | -$4.56K | ﹤0.01% | 501 |
|
|
2022
Q4 | $7.88K | Sell |
831
-126
| -13% | -$1.19K | ﹤0.01% | 476 |
|
|
2022
Q3 | $11K | Sell |
957
-265
| -22% | -$3.05K | ﹤0.01% | 449 |
|
|
2022
Q2 | $16K | Buy |
+1,222
| New | +$16K | ﹤0.01% | 434 |
|