Rise 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 | $22.8K | Hold |
1,991
| – | – | 0.01% | 458 |
|
|
2025
Q1 | $21.4K | Buy |
1,991
+1,812
| +1,012% | +$19.4K | 0.01% | 463 |
|
|
2024
Q4 | $1.89K | Buy |
179
+6
| +3% | +$63 | ﹤0.01% | 1076 |
|
|
2024
Q3 | $1.43K | Sell |
173
-630
| -78% | -$5.2K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $5.97K | Buy |
803
+92
| +13% | +$684 | ﹤0.01% | 1067 |
|
|
2024
Q1 | $6.21K | Sell |
711
-19
| -3% | -$166 | ﹤0.01% | 1081 |
|
|
2023
Q4 | $8.31K | Sell |
730
-523
| -42% | -$5.95K | 0.01% | 340 |
|
|
2023
Q3 | $13.6K | Sell |
1,253
-140
| -10% | -$1.52K | 0.01% | 285 |
|
|
2023
Q2 | $17.5K | Hold |
1,393
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $21K | Sell |
1,393
-93
| -6% | -$1.4K | 0.02% | 245 |
|
|
2022
Q4 | $14.1K | Sell |
1,486
-194
| -12% | -$1.84K | 0.01% | 293 |
|
|
2022
Q3 | $19K | Hold |
1,680
| – | – | 0.02% | 258 |
|
|
2022
Q2 | $23K | Buy |
+1,680
| New | +$23K | 0.02% | 218 |
|