Optimum 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 | $93K | Sell |
8,113
-38
| -0.5% | -$435 | 0.04% | 264 |
|
|
2025
Q1 | $87.5K | Buy |
8,151
+38
| +0.5% | +$408 | 0.04% | 266 |
|
|
2024
Q4 | $85.8K | Sell |
8,113
-415
| -5% | -$4.39K | 0.04% | 274 |
|
|
2024
Q3 | $70.4K | Sell |
8,528
-391
| -4% | -$3.23K | 0.03% | 314 |
|
|
2024
Q2 | $66.4K | Sell |
8,919
-419
| -4% | -$3.12K | 0.03% | 325 |
|
|
2024
Q1 | $81.5K | Sell |
9,338
-15
| -0.2% | -$131 | 0.04% | 298 |
|
|
2023
Q4 | $106K | Sell |
9,353
-3,529
| -27% | -$40.2K | 0.05% | 251 |
|
|
2023
Q3 | $140K | Buy |
12,882
+120
| +0.9% | +$1.3K | 0.07% | 216 |
|
|
2023
Q2 | $160K | Buy |
12,762
+371
| +3% | +$4.65K | 0.08% | 215 |
|
|
2023
Q1 | $187K | Sell |
12,391
-581
| -4% | -$8.77K | 0.1% | 186 |
|
|
2022
Q4 | $123K | Sell |
12,972
-504
| -4% | -$4.78K | 0.07% | 236 |
|
|
2022
Q3 | $155K | Sell |
13,476
-1,439
| -10% | -$16.6K | 0.08% | 207 |
|
|
2022
Q2 | $200K | Buy |
+14,915
| New | +$200K | 0.1% | 186 |
|