Mather Group’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 | $385K | Buy |
33,591
+414
| +1% | +$4.74K | ﹤0.01% | 439 |
|
|
2025
Q1 | $356K | Buy |
33,177
+2,147
| +7% | +$23K | ﹤0.01% | 450 |
|
|
2024
Q4 | $328K | Sell |
31,030
-262
| -0.8% | -$2.77K | ﹤0.01% | 454 |
|
|
2024
Q3 | $258K | Buy |
31,292
+15,859
| +103% | +$131K | ﹤0.01% | 500 |
|
|
2024
Q2 | $135K | Buy |
15,433
+1,909
| +14% | +$16.7K | ﹤0.01% | 721 |
|
|
2024
Q1 | $154K | Sell |
13,524
-394
| -3% | -$4.48K | ﹤0.01% | 592 |
|
|
2023
Q4 | $158K | Buy |
+13,918
| New | +$158K | ﹤0.01% | 549 |
|
|
2023
Q3 | – | Sell |
-509
| Closed | -$6.38K | – | 629 |
|
|
2023
Q2 | $6.38K | Buy |
+509
| New | +$6.38K | ﹤0.01% | 601 |
|