Sequoia Financial 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 | $634K | Sell |
55,346
-7,620
| -12% | -$87.3K | ﹤0.01% | 883 |
|
|
2025
Q1 | $676K | Buy |
62,966
+1,588
| +3% | +$17K | 0.01% | 745 |
|
|
2024
Q4 | $649K | Buy |
61,378
+5,251
| +9% | +$55.5K | 0.01% | 717 |
|
|
2024
Q3 | $463K | Buy |
56,127
+14,548
| +35% | +$120K | 0.01% | 777 |
|
|
2024
Q2 | $309K | Sell |
41,579
-896
| -2% | -$6.67K | ﹤0.01% | 877 |
|
|
2024
Q1 | $371K | Sell |
42,475
-30,658
| -42% | -$268K | ﹤0.01% | 782 |
|
|
2023
Q4 | $832K | Buy |
73,133
+44,278
| +153% | +$504K | 0.01% | 583 |
|
|
2023
Q3 | $313K | Buy |
28,855
+1,307
| +5% | +$14.2K | 0.01% | 674 |
|
|
2023
Q2 | $345K | Sell |
27,548
-1,858
| -6% | -$23.3K | 0.01% | 646 |
|
|
2023
Q1 | $444K | Buy |
29,406
+2,615
| +10% | +$39.5K | 0.01% | 496 |
|
|
2022
Q4 | $254K | Buy |
26,791
+3,603
| +16% | +$34.2K | 0.01% | 644 |
|
|
2022
Q3 | $267K | Sell |
23,188
-2,110
| -8% | -$24.3K | 0.01% | 422 |
|
|
2022
Q2 | $340K | Buy |
+25,298
| New | +$340K | 0.01% | 406 |
|