Wealth Alliance’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 | – | Sell |
-17,117
| Closed | -$184K | – | 570 |
|
|
2025
Q1 | $184K | Sell |
17,117
-25
| -0.1% | -$268 | 0.02% | 499 |
|
|
2024
Q4 | $181K | Sell |
17,142
-1,772
| -9% | -$18.7K | 0.02% | 481 |
|
|
2024
Q3 | $156K | Buy |
18,914
+139
| +0.7% | +$1.15K | 0.02% | 508 |
|
|
2024
Q2 | $140K | Buy |
18,775
+1,789
| +11% | +$13.3K | 0.02% | 497 |
|
|
2024
Q1 | $148K | Sell |
16,986
-7,145
| -30% | -$62.4K | 0.02% | 502 |
|
|
2023
Q4 | $275K | Sell |
24,131
-570
| -2% | -$6.49K | 0.04% | 406 |
|
|
2023
Q3 | $268K | Sell |
24,701
-653
| -3% | -$7.09K | 0.04% | 381 |
|
|
2023
Q2 | $318K | Sell |
25,354
-157
| -0.6% | -$1.97K | 0.05% | 361 |
|
|
2023
Q1 | $385K | Buy |
25,511
+7,956
| +45% | +$120K | 0.06% | 291 |
|
|
2022
Q4 | $166K | Sell |
17,555
-6,021
| -26% | -$57.1K | 0.03% | 468 |
|
|
2022
Q3 | $272K | Buy |
23,576
+337
| +1% | +$3.89K | 0.05% | 346 |
|
|
2022
Q2 | $312K | Buy |
+23,239
| New | +$312K | 0.06% | 315 |
|