M&R Capital Management’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$6.64K Sell
805
-3,875
-83% -$30.3K ﹤0.01% 436
2024
Q2
$34.8K Buy
4,680
+300
+7% +$2.4K 0.01% 251
2024
Q1
$38.2K Sell
4,380
-112,985
-96% -$1.09M 0.01% 249
2023
Q4
$1.34M Sell
117,365
-20,712
-15% -$224K 0.33% 50
2023
Q3
$1.5M Sell
138,077
-996
-0.7% -$12.4K 0.41% 45
2023
Q2
$1.74M Sell
139,073
-4,385
-3% -$56.9K 0.46% 43
2023
Q1
$2.17M Sell
143,458
-1,331
-0.9% -$18.9K 0.61% 39
2022
Q4
$1.37M Sell
144,789
-95,447
-40% -$1.08M 0.38% 49
2022
Q3
$2.76M Sell
240,236
-28,662
-11% -$389K 0.78% 32
2022
Q2
$3.61M Buy
268,898
+110,930
+70% +$2.06M 0.94% 30
2022
Q1
$3.94M Buy
157,968
+23,382
+17% +$641K 0.84% 30
2021
Q4
$3.17M Sell
134,586
-17,750
-12% -$442K 0.66% 37
2021
Q3
$3.87M Sell
152,336
-728
-0.5% -$20.5K 0.88% 31
2021
Q2
$4.7M Sell
153,064
-890
-0.6% -$30.9K 1.08% 27
2021
Q1
$6.69M Buy
153,954
+9,808
+7% +$490K 1.67% 21
2020
Q4
$4.33M Sell
144,146
-3,410
-2% -$83.6K 0.99% 29
2020
Q3
$3.21M Buy
147,556
+585
+0.4% +$12.8K 0.8% 32
2020
Q2
$3.1M Sell
146,971
-3,195
-2% -$69K 0.83% 31
2020
Q1
$2.92M Buy
150,166
+21,325
+17% +$585K 0.87% 28
2019
Q4
$4.22M Buy
128,841
+15,049
+13% +$453K 0.95% 30
2019
Q3
$3.03M Buy
113,792
+15,645
+16% +$454K 0.7% 37
2019
Q2
$3.01M Buy
98,147
+1,610
+2% +$46.8K 0.68% 42
2019
Q1
$3.04M Buy
96,537
+95,849
+13,932% +$2.67M 0.69% 41
2018
Q4
$17K Sell
688
-22
-3% -$670 ﹤0.01% 370
2018
Q3
$22K Buy
710
+125
+21% +$3.52K ﹤0.01% 370
2018
Q2
$16K Hold
585
﹤0.01% 399
2018
Q1
$12K Hold
585
﹤0.01% 428
2017
Q4
$13K Sell
585
-75
-11% -$1.47K ﹤0.01% 428
2017
Q3
$14K Hold
660
﹤0.01% 423
2017
Q2
$15K Sell
660
-20
-3% -$541 ﹤0.01% 412
2017
Q1
$19K Sell
680
-15
-2% -$421 ﹤0.01% 386
2016
Q4
$19K Buy
695
+46
+7% +$1.25K 0.01% 375
2016
Q3
$17K Hold
649
﹤0.01% 384
2016
Q2
$16K Buy
+649
New +$17.7K ﹤0.01% 387

Other funds holding WBD

M&R Capital Management's WBD Position: Q3 2024 in Review

M&R Capital Management reduced its Warner Bros (WBD) stake by 83% in Q3 2024, selling an estimated $30.3K and leaving 805 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

M&R Capital Management first reported a position in WBD in Q2 2016 and has held it in 34 quarters since. The position peaked at $6.69M in Q1 2021. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • M&R Capital Management held 805 shares of Warner Bros worth $6.64K as of Q3 2024.
  • M&R Capital Management sold 3,875 Warner Bros shares in Q3 2024, an estimated $30.3K.
  • Warner Bros made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #436 holding.
  • M&R Capital Management first reported a position in Warner Bros in Q2 2016 and has held it in 34 quarters since.
  • M&R Capital Management's Warner Bros position peaked at $6.69M in Q1 2021.
  • 1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.