VisionPoint Advisory Group’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 | $526K | Sell |
45,871
-4,757
| -9% | -$54.5K | 0.11% | 183 |
|
|
2025
Q1 | $543K | Buy |
50,628
+1,918
| +4% | +$20.6K | 0.19% | 107 |
|
|
2024
Q4 | $519K | Sell |
48,710
-8,484
| -15% | -$90.4K | 0.18% | 106 |
|
|
2024
Q3 | $472K | Sell |
57,194
-6,164
| -10% | -$50.9K | 0.16% | 116 |
|
|
2024
Q2 | $471K | Sell |
63,358
-2,418
| -4% | -$18K | 0.17% | 112 |
|
|
2024
Q1 | $574K | Sell |
65,776
-55,039
| -46% | -$480K | 0.21% | 108 |
|
|
2023
Q4 | $1.37M | Buy |
120,815
+1,498
| +1% | +$17K | 0.51% | 58 |
|
|
2023
Q3 | $1.3M | Buy |
119,317
+2,162
| +2% | +$23.5K | 0.56% | 53 |
|
|
2023
Q2 | $1.47M | Buy |
117,155
+5,827
| +5% | +$73.1K | 0.6% | 48 |
|
|
2023
Q1 | $1.37M | Buy |
111,328
+19,113
| +21% | +$236K | 0.61% | 47 |
|
|
2022
Q4 | $1.38M | Buy |
92,215
+79,245
| +611% | +$1.18M | 0.57% | 41 |
|
|
2022
Q3 | $149K | Buy |
+12,970
| New | +$149K | 0.07% | 93 |
|