WA
Waverly Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
25,004
-1,441
| -5% | -$16.5K | ﹤0.01% | 985 |
|
|
2025
Q1 | $284K | Sell |
26,445
-580
| -2% | -$6.22K | ﹤0.01% | 934 |
|
|
2024
Q4 | $286K | Buy |
27,025
+6,372
| +31% | +$67.4K | ﹤0.01% | 837 |
|
|
2024
Q3 | $170K | Sell |
20,653
-290
| -1% | -$2.39K | ﹤0.01% | 780 |
|
|
2024
Q2 | $156K | Sell |
20,943
-4,451
| -18% | -$33.1K | ﹤0.01% | 779 |
|
|
2024
Q1 | $222K | Buy |
25,394
+4,440
| +21% | +$38.8K | 0.01% | 638 |
|
|
2023
Q4 | $238K | Sell |
20,954
-1,497
| -7% | -$17K | 0.01% | 391 |
|
|
2023
Q3 | $244K | Sell |
22,451
-132
| -0.6% | -$1.43K | 0.01% | 361 |
|
|
2023
Q2 | $283K | Buy |
22,583
+2,665
| +13% | +$33.4K | 0.01% | 306 |
|
|
2023
Q1 | $301K | Buy |
19,918
+362
| +2% | +$5.47K | 0.02% | 234 |
|
|
2022
Q4 | $185K | Sell |
19,556
-1,261
| -6% | -$12K | 0.01% | 268 |
|
|
2022
Q3 | $239K | Buy |
20,817
+5,021
| +32% | +$57.6K | 0.02% | 213 |
|
|
2022
Q2 | $212K | Buy |
+15,796
| New | +$212K | 0.02% | 195 |
|