Legacy 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 | $661K | Buy |
57,710
+47,459
| +463% | +$544K | 0.1% | 172 |
|
|
2025
Q1 | $110K | Buy |
+10,251
| New | +$110K | 0.02% | 355 |
|
|
2024
Q1 | – | Sell |
-10,736
| Closed | -$122K | – | 337 |
|
|
2023
Q4 | $122K | Buy |
10,736
+375
| +4% | +$4.27K | 0.02% | 294 |
|
|
2023
Q3 | $113K | Sell |
10,361
-341
| -3% | -$3.7K | 0.02% | 257 |
|
|
2023
Q2 | $134K | Sell |
10,702
-2,428
| -18% | -$30.4K | 0.03% | 254 |
|
|
2023
Q1 | $198K | Buy |
13,130
+2,716
| +26% | +$41K | 0.04% | 240 |
|
|
2022
Q4 | $98.7K | Sell |
10,414
-1,997
| -16% | -$18.9K | 0.02% | 239 |
|
|
2022
Q3 | $143K | Buy |
12,411
+2,278
| +22% | +$26.2K | 0.03% | 216 |
|
|
2022
Q2 | $136K | Buy |
+10,133
| New | +$136K | 0.03% | 214 |
|