Principal Securities’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 | $565K | Sell |
49,325
-54
| -0.1% | -$619 | 0.01% | 808 |
|
|
2025
Q1 | $522K | Hold |
49,379
| – | – | 0.01% | 753 |
|
|
2024
Q4 | $522K | Sell |
49,379
-201
| -0.4% | -$2.13K | 0.01% | 752 |
|
|
2024
Q3 | $409K | Sell |
49,580
-5,349
| -10% | -$44.1K | 0.01% | 830 |
|
|
2024
Q2 | $409K | Buy |
54,929
+18,670
| +51% | +$139K | 0.01% | 775 |
|
|
2024
Q1 | $317K | Buy |
36,259
+3,145
| +9% | +$27.5K | 0.01% | 842 |
|
|
2023
Q4 | $377K | Buy |
+33,114
| New | +$377K | 0.01% | 715 |
|