Sowell Financial Services’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	$201K	Sell	7,320 -4,115	-36%	-$115K	0.01%	1049
2025 Q4	$330K	Sell	11,435 -57	-0.5%	-$1.33K	0.01%	798
2025 Q3	$224K	Sell	11,492 -42	-0.4%	-$572	0.01%	946
2025 Q2	$132K	Sell	11,534 -887	-7%	-$8.27K	0.01%	999
2025 Q1	$133K	Buy	+12,421	New	+$130K	0.01%	963
2024 Q3	–	Sell	-59,428	Closed	-$442K	–	586
2024 Q2	$442K	Sell	59,428 -776	-1%	-$6.22K	0.02%	450
2024 Q1	$526K	Buy	60,204 +26,265	+77%	+$253K	0.02%	443
2023 Q4	$386K	Sell	33,939 -2,713	-7%	-$29.3K	0.02%	465
2023 Q3	$398K	Sell	36,652 -2,449	-6%	-$30.6K	0.03%	431
2023 Q2	$490K	Buy	39,101 +12,588	+47%	+$163K	0.03%	456
2023 Q1	$400K	Sell	26,513 -87,798	-77%	-$1.25M	0.03%	494
2022 Q4	$1.08M	Buy	114,311 +35,229	+45%	+$398K	0.07%	304
2022 Q3	$909K	Buy	79,082 +30,644	+63%	+$416K	0.09%	249
2022 Q2	$650K	Buy	48,438 +36,656	+311%	+$680K	0.06%	196
2022 Q1	$294K	Sell	11,782 -23,122	-66%	-$634K	0.05%	158
2021 Q4	$822K	Sell	34,904 -819	-2%	-$20.4K	0.05%	365
2021 Q3	$907K	Buy	35,723 +1,945	+6%	+$54.7K	0.06%	311
2021 Q2	$1.04M	Buy	33,778 +3,682	+12%	+$128K	0.07%	298
2021 Q1	$1.09M	Sell	30,096 -676	-2%	-$33.8K	0.04%	390
2020 Q4	$926K	Buy	30,772 +1,650	+6%	+$40.5K	0.04%	345
2020 Q3	$634K	Buy	29,122 +2,673	+10%	+$58.4K	0.03%	408
2020 Q2	$558K	Buy	26,449 +14,320	+118%	+$309K	0.03%	423
2020 Q1	$236K	Sell	12,129 -5,411	-31%	-$149K	0.02%	607
2019 Q4	$574K	Sell	17,540 -539	-3%	-$16.2K	0.04%	412
2019 Q3	$481K	Buy	+18,079	New	+$525K	0.04%	424
2019 Q1	$361K	Buy	13,364 +1,223	+10%	+$34K	0.04%	414
2018 Q4	$300K	Buy	+12,141	New	+$370K	0.04%	388