LPL Financial’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 | $11.8M | Sell |
1,027,506
-48,628
| -5% | -$557K | ﹤0.01% | 1604 |
|
2025
Q1 | $11.5M | Buy |
1,076,134
+81,815
| +8% | +$878K | ﹤0.01% | 1506 |
|
2024
Q4 | $10.5M | Buy |
994,319
+181,176
| +22% | +$1.92M | ﹤0.01% | 1504 |
|
2024
Q3 | $6.71M | Sell |
813,143
-128,724
| -14% | -$1.06M | ﹤0.01% | 1752 |
|
2024
Q2 | $7.01M | Buy |
941,867
+40,110
| +4% | +$298K | ﹤0.01% | 1604 |
|
2024
Q1 | $7.87M | Sell |
901,757
-190,546
| -17% | -$1.66M | ﹤0.01% | 1474 |
|
2023
Q4 | $12.4M | Buy |
1,092,303
+10,157
| +0.9% | +$116K | 0.01% | 1117 |
|
2023
Q3 | $11.8M | Buy |
1,082,146
+104,566
| +11% | +$1.14M | 0.01% | 1067 |
|
2023
Q2 | $12.3M | Buy |
977,580
+22,554
| +2% | +$283K | 0.01% | 1027 |
|
2023
Q1 | $14.4M | Buy |
955,026
+6,755
| +0.7% | +$102K | 0.01% | 902 |
|
2022
Q4 | $8.99M | Sell |
948,271
-127,405
| -12% | -$1.21M | 0.01% | 1089 |
|
2022
Q3 | $12.4M | Sell |
1,075,676
-217,591
| -17% | -$2.5M | 0.01% | 851 |
|
2022
Q2 | $17.4M | Buy |
+1,293,267
| New | +$17.4M | 0.02% | 699 |
|