Safeguard Investment Advisory 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 | $128K | Sell |
11,201
-245
| -2% | -$2.81K | 0.03% | 140 |
|
|
2025
Q1 | $123K | Sell |
11,446
-196
| -2% | -$2.1K | 0.03% | 136 |
|
|
2024
Q4 | $123K | Sell |
11,642
-114
| -1% | -$1.21K | 0.03% | 115 |
|
|
2024
Q3 | $97K | Sell |
11,756
-1,680
| -13% | -$13.9K | 0.03% | 118 |
|
|
2024
Q2 | $100K | Sell |
13,436
-2,433
| -15% | -$18.1K | 0.03% | 105 |
|
|
2024
Q1 | $139K | Sell |
15,869
-5,506
| -26% | -$48.1K | 0.05% | 102 |
|
|
2023
Q4 | $243K | Sell |
21,375
-878
| -4% | -$9.99K | 0.09% | 82 |
|
|
2023
Q3 | $242K | Sell |
22,253
-57
| -0.3% | -$619 | 0.11% | 79 |
|
|
2023
Q2 | $280K | Sell |
22,310
-1,198
| -5% | -$15K | 0.12% | 75 |
|
|
2023
Q1 | $355K | Buy |
23,508
+1,278
| +6% | +$19.3K | 0.17% | 69 |
|
|
2022
Q4 | $211K | Sell |
22,230
-130
| -0.6% | -$1.23K | 0.13% | 87 |
|
|
2022
Q3 | $257K | Buy |
+22,360
| New | +$257K | 0.18% | 76 |
|