Morningstar Investment Services’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $367K | Sell |
34,173
-28,245
| -45% | -$303K | 0.07% | 126 |
|
|
2024
Q4 | $660K | Sell |
62,418
-753,667
| -92% | -$7.97M | 0.06% | 123 |
|
|
2024
Q3 | $6.84M | Buy |
816,085
+13,705
| +2% | +$115K | 0.07% | 138 |
|
|
2024
Q2 | $5.9M | Buy |
802,380
+322,660
| +67% | +$2.37M | 0.06% | 136 |
|
|
2024
Q1 | $4.15M | Sell |
479,720
-466,607
| -49% | -$4.03M | 0.05% | 136 |
|
|
2023
Q4 | $11.1M | Buy |
946,327
+465,696
| +97% | +$5.44M | 0.06% | 136 |
|
|
2023
Q3 | $5.14M | Buy |
480,631
+9,323
| +2% | +$99.7K | 0.07% | 136 |
|
|
2023
Q2 | $5.86M | Buy |
471,308
+7,656
| +2% | +$95.2K | 0.08% | 134 |
|
|
2023
Q1 | $6.86M | Buy |
463,652
+33,048
| +8% | +$489K | 0.09% | 128 |
|
|
2022
Q4 | $4.36M | Sell |
430,604
-13,110
| -3% | -$133K | 0.06% | 132 |
|
|
2022
Q3 | $5.54M | Buy |
443,714
+7,382
| +2% | +$92.2K | 0.08% | 125 |
|
|
2022
Q2 | $5.81M | Buy |
+436,332
| New | +$5.81M | 0.08% | 121 |
|