Prestige Wealth Management Group’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 | $632K | Buy |
55,114
+4,450
| +9% | +$51K | 0.13% | 87 |
|
|
2025
Q1 | $544K | Buy |
50,664
+304
| +0.6% | +$3.26K | 0.12% | 89 |
|
|
2024
Q4 | $532K | Buy |
50,360
+4,154
| +9% | +$43.9K | 0.11% | 94 |
|
|
2024
Q3 | $381K | Buy |
46,206
+9,874
| +27% | +$81.5K | 0.08% | 116 |
|
|
2024
Q2 | $270K | Buy |
36,332
+3,800
| +12% | +$28.3K | 0.06% | 126 |
|
|
2024
Q1 | $284K | Buy |
32,532
+278
| +0.9% | +$2.43K | 0.06% | 132 |
|
|
2023
Q4 | $367K | Buy |
32,254
+3,134
| +11% | +$35.7K | 0.08% | 103 |
|
|
2023
Q3 | $316K | Sell |
29,120
-203
| -0.7% | -$2.21K | 0.08% | 106 |
|
|
2023
Q2 | $368K | Buy |
29,323
+25,341
| +636% | +$318K | 0.09% | 108 |
|
|
2023
Q1 | $60.1K | Buy |
3,982
+466
| +13% | +$7.04K | 0.02% | 228 |
|
|
2022
Q4 | $33.3K | Sell |
3,516
-968
| -22% | -$9.18K | 0.01% | 292 |
|
|
2022
Q3 | $52K | Sell |
4,484
-201
| -4% | -$2.33K | 0.01% | 228 |
|
|
2022
Q2 | $63K | Buy |
+4,685
| New | +$63K | 0.02% | 215 |
|