Summit 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 | $1.33M | Buy |
115,687
+2,426
| +2% | +$27.8K | 0.03% | 362 |
|
|
2025
Q1 | $1.22M | Buy |
113,261
+630
| +0.6% | +$6.76K | 0.03% | 334 |
|
|
2024
Q4 | $1.19M | Buy |
112,631
+73,464
| +188% | +$777K | 0.04% | 285 |
|
|
2024
Q3 | $323K | Buy |
39,167
+21,542
| +122% | +$178K | 0.01% | 448 |
|
|
2024
Q2 | $131K | Buy |
17,625
+7,275
| +70% | +$54.1K | 0.01% | 485 |
|
|
2024
Q1 | $90.4K | Sell |
10,350
-999
| -9% | -$8.72K | 0.01% | 379 |
|
|
2023
Q4 | $129K | Sell |
11,349
-233
| -2% | -$2.65K | 0.01% | 349 |
|
|
2023
Q3 | $126K | Sell |
11,582
-7
| -0.1% | -$76 | 0.01% | 328 |
|
|
2023
Q2 | $145K | Buy |
11,589
+325
| +3% | +$4.08K | 0.01% | 316 |
|
|
2023
Q1 | $170K | Sell |
11,264
-530
| -4% | -$8K | 0.01% | 252 |
|
|
2022
Q4 | $112K | Sell |
11,794
-15,940
| -57% | -$151K | 0.01% | 244 |
|
|
2022
Q3 | $319K | Buy |
27,734
+7,684
| +38% | +$88.4K | 0.03% | 209 |
|
|
2022
Q2 | $269K | Buy |
+20,050
| New | +$269K | 0.03% | 207 |
|