Moneta Group Investment 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 | – | Sell |
-11,115
| Closed | -$119K | – | 729 |
|
|
2025
Q1 | $119K | Sell |
11,115
-596
| -5% | -$6.4K | ﹤0.01% | 648 |
|
|
2024
Q4 | $124K | Sell |
11,711
-4,478
| -28% | -$47.3K | ﹤0.01% | 647 |
|
|
2024
Q3 | $134K | Sell |
16,189
-3,855
| -19% | -$31.8K | ﹤0.01% | 630 |
|
|
2024
Q2 | $149K | Sell |
20,044
-12,780
| -39% | -$95.1K | ﹤0.01% | 585 |
|
|
2024
Q1 | $287K | Buy |
32,824
+1,316
| +4% | +$11.5K | ﹤0.01% | 497 |
|
|
2023
Q4 | $359K | Buy |
31,508
+4,189
| +15% | +$47.7K | 0.01% | 401 |
|
|
2023
Q3 | $297K | Sell |
27,319
-6,301
| -19% | -$68.4K | 0.01% | 409 |
|
|
2023
Q2 | $422K | Buy |
33,620
+9,865
| +42% | +$124K | 0.01% | 358 |
|
|
2023
Q1 | $359K | Buy |
23,755
+12,227
| +106% | +$185K | 0.01% | 381 |
|
|
2022
Q4 | $171K | Sell |
11,528
-10,994
| -49% | -$163K | ﹤0.01% | 438 |
|
|
2022
Q3 | $259K | Buy |
22,522
+2,030
| +10% | +$23.3K | 0.01% | 381 |
|
|
2022
Q2 | $275K | Buy |
+20,492
| New | +$275K | 0.01% | 395 |
|