Personal CFO Solutions’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $895K | Sell |
32,582
-1,718
| -5% | -$48.1K | 0.13% | 143 |
|
|
2025
Q4 | $989K | Sell |
34,300
-1,502
| -4% | -$35.1K | 0.16% | 124 |
|
|
2025
Q3 | $699K | Sell |
35,802
-6,640
| -16% | -$90.5K | 0.12% | 171 |
|
|
2025
Q2 | $486K | Sell |
42,442
-942
| -2% | -$8.79K | 0.09% | 232 |
|
|
2025
Q1 | $466K | Buy |
43,384
+449
| +1% | +$4.7K | 0.09% | 219 |
|
|
2024
Q4 | $454K | Buy |
42,935
+1,174
| +3% | +$10.9K | 0.09% | 223 |
|
|
2024
Q3 | $345K | Buy |
41,761
+1,537
| +4% | +$12K | 0.05% | 361 |
|
|
2024
Q2 | $299K | Buy |
40,224
+6,909
| +21% | +$55.4K | 0.05% | 383 |
|
|
2024
Q1 | $291K | Buy |
33,315
+8,189
| +33% | +$78.9K | 0.05% | 404 |
|
|
2023
Q4 | $286K | Buy |
25,126
+1,108
| +5% | +$12K | 0.05% | 386 |
|
|
2023
Q3 | $261K | Buy |
24,018
+523
| +2% | +$6.53K | 0.05% | 359 |
|
|
2023
Q2 | $295K | Buy |
23,495
+1,574
| +7% | +$20.4K | 0.06% | 334 |
|
|
2023
Q1 | $331K | Sell |
21,921
-11,218
| -34% | -$160K | 0.07% | 279 |
|
|
2022
Q4 | $314K | Buy |
33,139
+17,794
| +116% | +$201K | 0.07% | 281 |
|
|
2022
Q3 | $176K | Buy |
15,345
+3,082
| +25% | +$41.9K | 0.04% | 386 |
|
|
2022
Q2 | $165K | Buy |
+12,263
| New | +$227K | 0.04% | 404 |
|
|
2021
Q4 | – | Sell |
-21,733
| Closed | -$552K | – | 521 |
|
|
2021
Q3 | $552K | Sell |
21,733
-316
| -1% | -$8.88K | 0.11% | 175 |
|
|
2021
Q2 | $676K | Buy |
22,049
+1,471
| +7% | +$51K | 0.14% | 143 |
|
|
2021
Q1 | $894K | Buy |
20,578
+129
| +0.6% | +$6.44K | 0.19% | 102 |
|
|
2020
Q4 | $615K | Buy |
20,449
+4,335
| +27% | +$106K | 0.15% | 126 |
|
|
2020
Q3 | $0 | Sell |
16,114
-417
| -3% | -$9.11K | ﹤0.01% | 332 |
|
|
2020
Q2 | $349K | Buy |
+16,531
| New | +$357K | 0.1% | 183 |
|
Other funds holding WBD
VCM
VPM
PCM
SC