Kovack 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 | $490K | Buy |
42,730
+11,534
| +37% | +$132K | 0.05% | 334 |
|
|
2025
Q1 | $335K | Sell |
31,196
-39,766
| -56% | -$427K | 0.04% | 398 |
|
|
2024
Q4 | $750K | Buy |
70,962
+40,779
| +135% | +$431K | 0.07% | 223 |
|
|
2024
Q3 | $249K | Sell |
30,183
-21,078
| -41% | -$174K | 0.03% | 488 |
|
|
2024
Q2 | $381K | Buy |
+51,261
| New | +$381K | 0.04% | 364 |
|
|
2024
Q1 | – | Sell |
-28,538
| Closed | -$325K | – | 606 |
|
|
2023
Q4 | $325K | Sell |
28,538
-747
| -3% | -$8.5K | 0.04% | 398 |
|
|
2023
Q3 | $318K | Sell |
29,285
-10,352
| -26% | -$112K | 0.04% | 372 |
|
|
2023
Q2 | $497K | Buy |
39,637
+5,459
| +16% | +$68.5K | 0.06% | 294 |
|
|
2023
Q1 | $516K | Sell |
34,178
-4,934
| -13% | -$74.5K | 0.07% | 289 |
|
|
2022
Q4 | $371K | Sell |
39,112
-3,716
| -9% | -$35.2K | 0.05% | 352 |
|
|
2022
Q3 | $493K | Buy |
42,828
+2,032
| +5% | +$23.4K | 0.07% | 282 |
|
|
2022
Q2 | $547K | Buy |
+40,796
| New | +$547K | 0.07% | 292 |
|