NewEdge 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 | $964K | Buy |
84,090
+20,836
| +33% | +$239K | 0.01% | 1315 |
|
|
2025
Q1 | $679K | Buy |
63,254
+21,228
| +51% | +$228K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $444K | Sell |
42,026
-7,500
| -15% | -$79.3K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $409K | Buy |
49,526
+3,514
| +8% | +$29K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $342K | Sell |
46,012
-419
| -0.9% | -$3.12K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $405K | Sell |
46,431
-2,342
| -5% | -$20.4K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $539K | Buy |
48,773
+4,276
| +10% | +$47.2K | 0.01% | 1247 |
|
|
2023
Q3 | $483K | Sell |
44,497
-291
| -0.6% | -$3.16K | 0.01% | 1189 |
|
|
2023
Q2 | $562K | Buy |
44,788
+2,096
| +5% | +$26.3K | 0.01% | 1126 |
|
|
2023
Q1 | $604K | Sell |
42,692
-6,356
| -13% | -$89.9K | 0.01% | 1028 |
|
|
2022
Q4 | $274K | Sell |
49,048
-18,095
| -27% | -$101K | 0.01% | 1048 |
|
|
2022
Q3 | $772K | Sell |
67,143
-10,464
| -13% | -$120K | 0.01% | 757 |
|
|
2022
Q2 | $1.04M | Buy |
+77,607
| New | +$1.04M | 0.02% | 653 |
|