Plante Moran Financial 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 | $3.33K | Sell |
290
-85
| -23% | -$975 | ﹤0.01% | 655 |
|
|
2025
Q1 | $4.02K | Hold |
375
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $3.96K | Sell |
375
-401
| -52% | -$4.24K | ﹤0.01% | 721 |
|
|
2024
Q3 | $6.4K | Sell |
776
-41
| -5% | -$338 | ﹤0.01% | 652 |
|
|
2024
Q2 | $6.08K | Buy |
817
+51
| +7% | +$379 | ﹤0.01% | 636 |
|
|
2024
Q1 | $6.69K | Hold |
766
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $8.72K | Sell |
766
-288
| -27% | -$3.28K | ﹤0.01% | 571 |
|
|
2023
Q3 | $11.4K | Buy |
1,054
+538
| +104% | +$5.84K | ﹤0.01% | 514 |
|
|
2023
Q2 | $6.47K | Sell |
516
-683
| -57% | -$8.57K | ﹤0.01% | 609 |
|
|
2023
Q1 | $18.1K | Sell |
1,199
-603
| -33% | -$9.11K | ﹤0.01% | 465 |
|
|
2022
Q4 | $17.1K | Sell |
1,802
-1,015
| -36% | -$9.62K | ﹤0.01% | 497 |
|
|
2022
Q3 | $32K | Sell |
2,817
-21
| -0.7% | -$239 | 0.01% | 374 |
|
|
2022
Q2 | $38K | Buy |
+2,838
| New | +$38K | 0.01% | 349 |
|