Silverlake Wealth Management’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 | $127K | Sell |
11,063
-11
| -0.1% | -$126 | 0.04% | 304 |
|
2025
Q1 | $119K | Sell |
11,074
-257
| -2% | -$2.76K | 0.04% | 252 |
|
2024
Q4 | $120K | Sell |
11,331
-903
| -7% | -$9.55K | 0.05% | 259 |
|
2024
Q3 | $101K | Buy |
12,234
+2,189
| +22% | +$18.1K | 0.04% | 268 |
|
2024
Q2 | $74.7K | Buy |
+10,045
| New | +$74.7K | 0.03% | 273 |
|
2024
Q1 | – | Sell |
-10,470
| Closed | -$119K | – | 258 |
|
2023
Q4 | $119K | Sell |
10,470
-426
| -4% | -$4.85K | 0.07% | 218 |
|
2023
Q3 | $118K | Sell |
10,896
-728
| -6% | -$7.91K | 0.07% | 216 |
|
2023
Q2 | $146K | Sell |
11,624
-492
| -4% | -$6.17K | 0.08% | 216 |
|
2023
Q1 | $183K | Sell |
12,116
-829
| -6% | -$12.5K | 0.11% | 200 |
|
2022
Q4 | $123K | Sell |
12,945
-2,493
| -16% | -$23.6K | 0.08% | 200 |
|
2022
Q3 | $178K | Sell |
15,438
-451
| -3% | -$5.19K | 0.12% | 186 |
|
2022
Q2 | $213K | Buy |
+15,889
| New | +$213K | 0.14% | 177 |
|