OneDigital 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 | $511K | Sell |
44,620
-2,465
| -5% | -$28.3K | 0.01% | 887 |
|
|
2025
Q1 | $505K | Sell |
47,085
-5,631
| -11% | -$60.4K | 0.01% | 849 |
|
|
2024
Q4 | $557K | Sell |
52,716
-11,134
| -17% | -$118K | 0.01% | 847 |
|
|
2024
Q3 | $527K | Buy |
63,850
+18,404
| +40% | +$152K | 0.01% | 919 |
|
|
2024
Q2 | $338K | Buy |
45,446
+5,308
| +13% | +$39.5K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $350K | Sell |
40,138
-6,710
| -14% | -$58.6K | 0.01% | 858 |
|
|
2023
Q4 | $533K | Buy |
46,848
+10,771
| +30% | +$123K | 0.01% | 696 |
|
|
2023
Q3 | $392K | Buy |
36,077
+69
| +0.2% | +$749 | 0.01% | 718 |
|
|
2023
Q2 | $452K | Sell |
36,008
-725
| -2% | -$9.09K | 0.01% | 674 |
|
|
2023
Q1 | $555K | Buy |
36,733
+6,316
| +21% | +$95.4K | 0.01% | 579 |
|
|
2022
Q4 | $288K | Sell |
30,417
-2,837
| -9% | -$26.9K | 0.01% | 683 |
|
|
2022
Q3 | $382K | Buy |
33,254
+3,165
| +11% | +$36.4K | 0.01% | 531 |
|
|
2022
Q2 | $404K | Buy |
+30,089
| New | +$404K | 0.02% | 484 |
|