Private 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 | $24.2K | Buy |
2,115
+131
| +7% | +$1.5K | 0.01% | 263 |
|
|
2025
Q1 | $21.3K | Sell |
1,984
-87
| -4% | -$934 | 0.01% | 283 |
|
|
2024
Q4 | $21.9K | Buy |
2,071
+136
| +7% | +$1.44K | 0.01% | 282 |
|
|
2024
Q3 | $16K | Buy |
1,935
+181
| +10% | +$1.49K | 0.01% | 339 |
|
|
2024
Q2 | $13.1K | Buy |
1,754
+771
| +78% | +$5.74K | 0.01% | 377 |
|
|
2024
Q1 | $8.58K | Sell |
983
-443
| -31% | -$3.87K | ﹤0.01% | 455 |
|
|
2023
Q4 | $16.2K | Buy |
+1,426
| New | +$16.2K | 0.01% | 298 |
|