Operose 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 | $2.76K | Buy |
+241
| New | +$2.76K | ﹤0.01% | 376 |
|
|
2024
Q2 | – | Sell |
-80
| Closed | -$698 | – | 609 |
|
|
2024
Q1 | $698 | Buy |
+80
| New | +$698 | ﹤0.01% | 631 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$662 | – | 735 |
|
|
2023
Q3 | $662 | Hold |
61
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $765 | Hold |
61
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $921 | Hold |
61
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $578 | Hold |
61
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $1K | Sell |
61
-135
| -69% | -$2.21K | ﹤0.01% | 338 |
|
|
2022
Q2 | $3K | Buy |
+196
| New | +$3K | ﹤0.01% | 283 |
|