Stifel Financial’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
$2.66M Sell
231,687
-5,295
-2% -$60.7K ﹤0.01% 1640
2025
Q1
$2.54M Sell
236,982
-127,712
-35% -$1.37M ﹤0.01% 1596
2024
Q4
$3.85M Sell
364,694
-84,986
-19% -$898K ﹤0.01% 1349
2024
Q3
$3.71M Sell
449,680
-65,669
-13% -$542K ﹤0.01% 1374
2024
Q2
$3.83M Buy
515,349
+52,075
+11% +$387K ﹤0.01% 1289
2024
Q1
$4.04M Sell
463,274
-18,228
-4% -$159K ﹤0.01% 1271
2023
Q4
$5.48M Sell
481,502
-66,216
-12% -$754K 0.01% 1056
2023
Q3
$5.95M Sell
547,718
-9,340
-2% -$101K 0.01% 945
2023
Q2
$6.99M Sell
557,058
-55,280
-9% -$693K 0.01% 868
2023
Q1
$9.25M Sell
612,338
-71,580
-10% -$1.08M 0.01% 718
2022
Q4
$6.48M Sell
683,918
-255,892
-27% -$2.43M 0.01% 859
2022
Q3
$10.8M Sell
939,810
-37,637
-4% -$433K 0.02% 616
2022
Q2
$13.1M Buy
+977,447
New +$13.1M 0.02% 569