Salem Investment Counselors’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 | $980K | Buy |
85,477
+3,535
| +4% | +$40.5K | 0.03% | 204 |
|
|
2025
Q1 | $879K | Buy |
81,942
+3,480
| +4% | +$37.3K | 0.03% | 206 |
|
|
2024
Q4 | $829K | Sell |
78,462
-1,846
| -2% | -$19.5K | 0.03% | 218 |
|
|
2024
Q3 | $663K | Sell |
80,308
-635
| -0.8% | -$5.24K | 0.02% | 245 |
|
|
2024
Q2 | $602K | Buy |
80,943
+37,775
| +88% | +$281K | 0.02% | 246 |
|
|
2024
Q1 | $377K | Buy |
43,168
+4,321
| +11% | +$37.7K | 0.01% | 292 |
|
|
2023
Q4 | $442K | Sell |
38,847
-7,099
| -15% | -$80.8K | 0.02% | 267 |
|
|
2023
Q3 | $499K | Buy |
45,946
+10,287
| +29% | +$112K | 0.02% | 243 |
|
|
2023
Q2 | $447K | Buy |
35,659
+2,983
| +9% | +$37.4K | 0.02% | 252 |
|
|
2023
Q1 | $493K | Buy |
32,676
+773
| +2% | +$11.7K | 0.02% | 238 |
|
|
2022
Q4 | $302K | Buy |
31,903
+15,829
| +98% | +$150K | 0.01% | 287 |
|
|
2022
Q3 | $185K | Sell |
16,074
-15,022
| -48% | -$173K | 0.01% | 314 |
|
|
2022
Q2 | $417K | Buy |
+31,096
| New | +$417K | 0.02% | 258 |
|