Lido 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 | $1.04M | Sell |
91,047
-46,290
| -34% | -$530K | ﹤0.01% | 749 |
|
|
2025
Q1 | $1.47M | Buy |
137,337
+15,280
| +13% | +$164K | 0.01% | 594 |
|
|
2024
Q4 | $1.29M | Sell |
122,057
-44,263
| -27% | -$468K | 0.01% | 610 |
|
|
2024
Q3 | $1.37M | Sell |
166,320
-7,765
| -4% | -$64.1K | 0.01% | 543 |
|
|
2024
Q2 | $1.3M | Sell |
174,085
-4,911
| -3% | -$36.5K | 0.01% | 524 |
|
|
2024
Q1 | $1.56M | Buy |
178,996
+13,447
| +8% | +$117K | 0.01% | 462 |
|
|
2023
Q4 | $1.88M | Sell |
165,549
-11,858
| -7% | -$135K | 0.01% | 394 |
|
|
2023
Q3 | $1.93M | Sell |
177,407
-8,224
| -4% | -$89.3K | 0.01% | 364 |
|
|
2023
Q2 | $2.33M | Buy |
185,631
+5,857
| +3% | +$73.4K | 0.02% | 316 |
|
|
2023
Q1 | $2.71M | Buy |
179,774
+14,166
| +9% | +$214K | 0.03% | 271 |
|
|
2022
Q4 | $1.57M | Sell |
165,608
-62,193
| -27% | -$590K | 0.02% | 301 |
|
|
2022
Q3 | $2.62M | Buy |
227,801
+46,665
| +26% | +$537K | 0.03% | 199 |
|
|
2022
Q2 | $2.43M | Buy |
+181,136
| New | +$2.43M | 0.03% | 189 |
|