Kingsview Wealth Management’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 | $230K | Buy |
20,054
+266
| +1% | +$3.05K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $212K | Sell |
19,788
-3,588
| -15% | -$38.5K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $247K | Sell |
23,376
-1,095
| -4% | -$11.6K | ﹤0.01% | 976 |
|
|
2024
Q3 | $202K | Sell |
24,471
-1,085
| -4% | -$8.95K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $190K | Buy |
25,556
+1,372
| +6% | +$10.2K | ﹤0.01% | 994 |
|
|
2024
Q1 | $211K | Sell |
24,184
-1,635
| -6% | -$14.3K | 0.01% | 952 |
|
|
2023
Q4 | $294K | Sell |
25,819
-2,294
| -8% | -$26.1K | 0.01% | 777 |
|
|
2023
Q3 | $305K | Sell |
28,113
-3,608
| -11% | -$39.2K | 0.01% | 737 |
|
|
2023
Q2 | $398K | Sell |
31,721
-518
| -2% | -$6.5K | 0.02% | 653 |
|
|
2023
Q1 | $487K | Sell |
32,239
-2,598
| -7% | -$39.2K | 0.02% | 584 |
|
|
2022
Q4 | $330K | Sell |
34,837
-10,513
| -23% | -$99.7K | 0.01% | 630 |
|
|
2022
Q3 | $522K | Buy |
45,350
+2,998
| +7% | +$34.5K | 0.02% | 495 |
|
|
2022
Q2 | $568K | Buy |
+42,352
| New | +$568K | 0.03% | 509 |
|