Key Financial Inc’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 | $23.2K | Sell |
2,020
-52
| -3% | -$596 | ﹤0.01% | 663 |
|
|
2025
Q1 | $22.2K | Hold |
2,072
| – | – | ﹤0.01% | 642 |
|
|
2024
Q4 | $21.9K | Sell |
2,072
-34
| -2% | -$359 | 0.01% | 635 |
|
|
2024
Q3 | $17.4K | Sell |
2,106
-2,698
| -56% | -$22.3K | ﹤0.01% | 677 |
|
|
2024
Q2 | $35.7K | Sell |
4,804
-442
| -8% | -$3.29K | 0.01% | 524 |
|
|
2024
Q1 | $45.8K | Hold |
5,246
| – | – | 0.01% | 449 |
|
|
2023
Q4 | $59.7K | Sell |
5,246
-138
| -3% | -$1.57K | 0.02% | 395 |
|
|
2023
Q3 | $58.5K | Hold |
5,384
| – | – | 0.02% | 378 |
|
|
2023
Q2 | $67.5K | Buy |
5,384
+410
| +8% | +$5.14K | 0.02% | 362 |
|
|
2023
Q1 | $75.1K | Sell |
4,974
-1,608
| -24% | -$24.3K | 0.03% | 334 |
|
|
2022
Q4 | $75.7K | Hold |
6,582
| – | – | 0.04% | 296 |
|
|
2022
Q3 | $76K | Buy |
6,582
+3,836
| +140% | +$44.3K | 0.04% | 299 |
|
|
2022
Q2 | $39K | Buy |
+2,746
| New | +$39K | 0.02% | 404 |
|