Sowell Financial Services’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 | $132K | Sell |
11,534
-887
| -7% | -$10.2K | 0.01% | 999 |
|
|
2025
Q1 | $133K | Buy |
+12,421
| New | +$133K | 0.01% | 963 |
|
|
2024
Q3 | – | Sell |
-59,428
| Closed | -$442K | – | 586 |
|
|
2024
Q2 | $442K | Sell |
59,428
-776
| -1% | -$5.77K | 0.02% | 450 |
|
|
2024
Q1 | $526K | Buy |
60,204
+26,265
| +77% | +$229K | 0.02% | 443 |
|
|
2023
Q4 | $386K | Sell |
33,939
-2,713
| -7% | -$30.9K | 0.02% | 465 |
|
|
2023
Q3 | $398K | Sell |
36,652
-2,449
| -6% | -$26.6K | 0.03% | 431 |
|
|
2023
Q2 | $490K | Buy |
39,101
+12,588
| +47% | +$158K | 0.03% | 456 |
|
|
2023
Q1 | $400K | Sell |
26,513
-87,798
| -77% | -$1.32M | 0.03% | 494 |
|
|
2022
Q4 | $1.08M | Buy |
114,311
+35,229
| +45% | +$334K | 0.07% | 304 |
|
|
2022
Q3 | $909K | Buy |
79,082
+30,644
| +63% | +$352K | 0.09% | 249 |
|
|
2022
Q2 | $650K | Buy |
+48,438
| New | +$650K | 0.06% | 196 |
|