Provenance Wealth 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 | $19.6K | Sell |
1,707
-98
| -5% | -$1.12K | ﹤0.01% | 270 |
|
|
2025
Q1 | $19.4K | Sell |
1,805
-1,952
| -52% | -$20.9K | ﹤0.01% | 277 |
|
|
2024
Q4 | $39.7K | Sell |
3,757
-14,043
| -79% | -$148K | 0.01% | 231 |
|
|
2024
Q3 | $147K | Buy |
17,800
+358
| +2% | +$2.95K | 0.02% | 164 |
|
|
2024
Q2 | $130K | Sell |
17,442
-3,806
| -18% | -$28.3K | 0.02% | 161 |
|
|
2024
Q1 | $185K | Buy |
21,248
+813
| +4% | +$7.1K | 0.03% | 151 |
|
|
2023
Q4 | $233K | Buy |
20,435
+4,121
| +25% | +$46.9K | 0.03% | 120 |
|
|
2023
Q3 | $177K | Buy |
+16,314
| New | +$177K | 0.03% | 121 |
|