Jones Financial Companies’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 | $1.41M | Sell |
124,491
-12,696
| -9% | -$144K | ﹤0.01% | 872 |
|
|
2025
Q1 | $1.43M | Buy |
137,187
+176
| +0.1% | +$1.83K | ﹤0.01% | 742 |
|
|
2024
Q4 | $1.45M | Buy |
137,011
+30,400
| +29% | +$321K | ﹤0.01% | 644 |
|
|
2024
Q3 | $893K | Buy |
106,611
+73,506
| +222% | +$616K | ﹤0.01% | 637 |
|
|
2024
Q2 | $246K | Buy |
33,105
+29,252
| +759% | +$218K | ﹤0.01% | 762 |
|
|
2024
Q1 | $33.6K | Buy |
3,853
+144
| +4% | +$1.26K | ﹤0.01% | 799 |
|
|
2023
Q4 | $42.2K | Sell |
3,709
-234
| -6% | -$2.66K | ﹤0.01% | 499 |
|
|
2023
Q3 | $42.8K | Sell |
3,943
-218
| -5% | -$2.37K | ﹤0.01% | 380 |
|
|
2023
Q2 | $52.2K | Sell |
4,161
-1,893
| -31% | -$23.7K | ﹤0.01% | 360 |
|
|
2023
Q1 | $91.4K | Buy |
6,054
+651
| +12% | +$9.83K | ﹤0.01% | 312 |
|
|
2022
Q4 | $51K | Sell |
5,403
-895
| -14% | -$8.45K | ﹤0.01% | 347 |
|
|
2022
Q3 | $72K | Buy |
+6,298
| New | +$72K | ﹤0.01% | 307 |
|