Personal CFO Solutions’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 | $486K | Sell |
42,442
-942
| -2% | -$10.8K | 0.09% | 232 |
|
|
2025
Q1 | $466K | Buy |
43,384
+449
| +1% | +$4.82K | 0.09% | 219 |
|
|
2024
Q4 | $454K | Buy |
42,935
+1,174
| +3% | +$12.4K | 0.09% | 223 |
|
|
2024
Q3 | $345K | Buy |
41,761
+1,537
| +4% | +$12.7K | 0.05% | 361 |
|
|
2024
Q2 | $299K | Buy |
40,224
+6,909
| +21% | +$51.4K | 0.05% | 383 |
|
|
2024
Q1 | $291K | Buy |
33,315
+8,189
| +33% | +$71.5K | 0.05% | 404 |
|
|
2023
Q4 | $286K | Buy |
25,126
+1,108
| +5% | +$12.6K | 0.05% | 386 |
|
|
2023
Q3 | $261K | Buy |
24,018
+523
| +2% | +$5.68K | 0.05% | 359 |
|
|
2023
Q2 | $295K | Buy |
23,495
+1,574
| +7% | +$19.7K | 0.06% | 334 |
|
|
2023
Q1 | $331K | Sell |
21,921
-11,218
| -34% | -$169K | 0.07% | 279 |
|
|
2022
Q4 | $314K | Buy |
33,139
+17,794
| +116% | +$169K | 0.07% | 281 |
|
|
2022
Q3 | $176K | Buy |
15,345
+3,082
| +25% | +$35.3K | 0.04% | 386 |
|
|
2022
Q2 | $165K | Buy |
+12,263
| New | +$165K | 0.04% | 404 |
|