SOA Wealth Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$983 | 0.01% | 400 |
|
|
2024
Q3 | $23.2K | Sell |
2,812
-38
| -1% | -$314 | ﹤0.01% | 431 |
|
|
2024
Q2 | $21.2K | Sell |
2,850
-588
| -17% | -$4.38K | ﹤0.01% | 434 |
|
|
2024
Q1 | $30K | Sell |
3,438
-84
| -2% | -$733 | 0.01% | 377 |
|
|
2023
Q4 | $40.1K | Sell |
3,522
-497
| -12% | -$5.66K | 0.01% | 321 |
|
|
2023
Q3 | $43.6K | Buy |
4,019
+7
| +0.2% | +$76 | 0.01% | 301 |
|
|
2023
Q2 | $50.3K | Sell |
4,012
-100
| -2% | -$1.25K | 0.01% | 290 |
|
|
2023
Q1 | $62.1K | Buy |
4,112
+25
| +0.6% | +$377 | 0.02% | 265 |
|
|
2022
Q4 | $38.7K | Buy |
4,087
+69
| +2% | +$654 | 0.01% | 310 |
|
|
2022
Q3 | $46K | Buy |
4,018
+24
| +0.6% | +$275 | 0.01% | 278 |
|
|
2022
Q2 | $53K | Buy |
+3,994
| New | +$53K | 0.02% | 255 |
|