Steward Partners Investment Advisory’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 | $660K | Sell |
57,582
-6,235
| -10% | -$71.5K | 0.01% | 1170 |
|
|
2025
Q1 | $685K | Sell |
63,817
-1,345
| -2% | -$14.4K | 0.01% | 1072 |
|
|
2024
Q4 | $689K | Buy |
65,162
+4,789
| +8% | +$50.6K | 0.01% | 1020 |
|
|
2024
Q3 | $498K | Buy |
60,373
+781
| +1% | +$6.44K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $443K | Sell |
59,592
-2,983
| -5% | -$22.2K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $546K | Sell |
62,575
-4,719
| -7% | -$41.2K | 0.01% | 1024 |
|
|
2023
Q4 | $766K | Sell |
67,294
-13,405
| -17% | -$153K | 0.01% | 824 |
|
|
2023
Q3 | $876K | Sell |
80,699
-2,210
| -3% | -$24K | 0.01% | 720 |
|
|
2023
Q2 | $1.04M | Buy |
82,909
+8,062
| +11% | +$101K | 0.02% | 683 |
|
|
2023
Q1 | $1.13M | Buy |
74,847
+15,799
| +27% | +$239K | 0.02% | 657 |
|
|
2022
Q4 | $560K | Sell |
59,048
-15,151
| -20% | -$144K | 0.01% | 871 |
|
|
2022
Q3 | $853K | Sell |
74,199
-12,794
| -15% | -$147K | 0.02% | 672 |
|
|
2022
Q2 | $1.17M | Buy |
+86,993
| New | +$1.17M | 0.02% | 588 |
|