SOA Wealth Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $80.8K | Hold |
2,941
| – | – | 0.02% | 290 |
|
|
2025
Q4 | $84.8K | Hold |
2,941
| – | – | 0.01% | 296 |
|
|
2025
Q3 | $57.4K | Buy |
2,941
+222
| +8% | +$3.02K | 0.01% | 360 |
|
|
2025
Q2 | $31.2K | Hold |
2,719
| – | – | 0.01% | 437 |
|
|
2025
Q1 | $29.2K | Hold |
2,719
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $28.7K | Sell |
2,719
-93
| -3% | -$864 | 0.01% | 400 |
|
|
2024
Q3 | $23.2K | Sell |
2,812
-38
| -1% | -$297 | ﹤0.01% | 431 |
|
|
2024
Q2 | $21.2K | Sell |
2,850
-588
| -17% | -$4.71K | ﹤0.01% | 434 |
|
|
2024
Q1 | $30K | Sell |
3,438
-84
| -2% | -$810 | 0.01% | 377 |
|
|
2023
Q4 | $40.1K | Sell |
3,522
-497
| -12% | -$5.37K | 0.01% | 321 |
|
|
2023
Q3 | $43.6K | Buy |
4,019
+7
| +0.2% | +$87 | 0.01% | 301 |
|
|
2023
Q2 | $50.3K | Sell |
4,012
-100
| -2% | -$1.3K | 0.01% | 290 |
|
|
2023
Q1 | $62.1K | Buy |
4,112
+25
| +0.6% | +$356 | 0.02% | 265 |
|
|
2022
Q4 | $38.7K | Buy |
4,087
+69
| +2% | +$779 | 0.01% | 310 |
|
|
2022
Q3 | $46K | Buy |
4,018
+24
| +0.6% | +$326 | 0.01% | 278 |
|
|
2022
Q2 | $53K | Buy |
3,994
+3,988
| +66,467% | +$74K | 0.02% | 255 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q2 | $0 | Buy |
6
+3
| +100% | +$104 | ﹤0.01% | 980 |
|
|
2021
Q1 | $0 | Sell |
3
-51
| -94% | -$2.55K | ﹤0.01% | 939 |
|
|
2020
Q4 | $2K | Buy |
+54
| New | +$1.32K | ﹤0.01% | 710 |
|
Other funds holding WBD
VCM
VPM
PCM
SC