Mutual 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 | $264K | Sell |
19,572
-2,225
| -10% | -$30K | 0.01% | 1019 |
|
|
2025
Q1 | $187K | Sell |
21,797
-3,395
| -13% | -$29.2K | 0.01% | 1039 |
|
|
2024
Q4 | $239K | Sell |
25,192
-10,587
| -30% | -$100K | 0.01% | 967 |
|
|
2024
Q3 | $269K | Sell |
35,779
-1,619
| -4% | -$12.2K | 0.01% | 947 |
|
|
2024
Q2 | $315K | Sell |
37,398
-1,514
| -4% | -$12.7K | 0.01% | 862 |
|
|
2024
Q1 | $340K | Buy |
38,912
+4,240
| +12% | +$37K | 0.01% | 824 |
|
|
2023
Q4 | $395K | Sell |
34,672
-2,944
| -8% | -$33.5K | 0.01% | 723 |
|
|
2023
Q3 | $409K | Sell |
37,616
-4,236
| -10% | -$46K | 0.02% | 677 |
|
|
2023
Q2 | $525K | Sell |
41,852
-2,984
| -7% | -$37.4K | 0.02% | 626 |
|
|
2023
Q1 | $677K | Sell |
44,836
-2,090
| -4% | -$31.6K | 0.03% | 535 |
|
|
2022
Q4 | $445K | Buy |
46,926
+8,952
| +24% | +$84.9K | 0.02% | 626 |
|
|
2022
Q3 | $437K | Sell |
37,974
-648
| -2% | -$7.46K | 0.02% | 599 |
|
|
2022
Q2 | $518K | Buy |
+38,622
| New | +$518K | 0.03% | 523 |
|