ProVise 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 | $181K | Hold |
15,777
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $169K | Sell |
15,777
-1,460
| -8% | -$15.7K | 0.01% | 241 |
|
|
2024
Q4 | $182K | Sell |
17,237
-542
| -3% | -$5.73K | 0.02% | 249 |
|
|
2024
Q3 | $147K | Sell |
17,779
-13
| -0.1% | -$107 | 0.01% | 289 |
|
|
2024
Q2 | $132K | Sell |
17,792
-8,055
| -31% | -$59.9K | 0.01% | 290 |
|
|
2024
Q1 | $226K | Buy |
25,847
+8,213
| +47% | +$71.7K | 0.02% | 272 |
|
|
2023
Q4 | $201K | Sell |
17,634
-241
| -1% | -$2.74K | 0.02% | 328 |
|
|
2023
Q3 | $194K | Buy |
17,875
+5,479
| +44% | +$59.5K | 0.02% | 318 |
|
|
2023
Q2 | $155K | Sell |
12,396
-165
| -1% | -$2.07K | 0.01% | 336 |
|
|
2023
Q1 | $190K | Buy |
12,561
+165
| +1% | +$2.49K | 0.02% | 330 |
|
|
2022
Q4 | $118K | Buy |
12,396
+2,284
| +23% | +$21.7K | 0.01% | 312 |
|
|
2022
Q3 | $116K | Buy |
+10,112
| New | +$116K | 0.01% | 305 |
|