United Capital Financial Advisors’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 | $604K | Buy |
52,739
+9,425
| +22% | +$108K | ﹤0.01% | 723 |
|
|
2025
Q1 | $465K | Sell |
43,314
-224
| -0.5% | -$2.4K | ﹤0.01% | 758 |
|
|
2024
Q4 | $460K | Sell |
43,538
-20,935
| -32% | -$221K | ﹤0.01% | 747 |
|
|
2024
Q3 | $532K | Sell |
64,473
-7,587
| -11% | -$62.6K | ﹤0.01% | 712 |
|
|
2024
Q2 | $536K | Buy |
72,060
+23,247
| +48% | +$173K | ﹤0.01% | 691 |
|
|
2024
Q1 | $426K | Sell |
48,813
-15,556
| -24% | -$136K | ﹤0.01% | 772 |
|
|
2023
Q4 | $733K | Buy |
64,369
+9,298
| +17% | +$106K | 0.01% | 631 |
|
|
2023
Q3 | $598K | Buy |
55,071
+4,638
| +9% | +$50.4K | ﹤0.01% | 608 |
|
|
2023
Q2 | $632K | Sell |
50,433
-5,789
| -10% | -$72.6K | ﹤0.01% | 643 |
|
|
2023
Q1 | $849K | Sell |
56,222
-30,907
| -35% | -$467K | ﹤0.01% | 620 |
|
|
2022
Q4 | $826K | Sell |
87,129
-20,195
| -19% | -$191K | ﹤0.01% | 657 |
|
|
2022
Q3 | $1.23M | Sell |
107,324
-27,358
| -20% | -$315K | 0.01% | 570 |
|
|
2022
Q2 | $1.81M | Buy |
+134,682
| New | +$1.81M | 0.01% | 514 |
|