United Capital Financial Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $849K | Sell |
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|
2022
Q4 | $826K | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.81M | Buy |
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