Wealth Enhancement Advisory Services’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 | $2.29M | Sell |
204,462
-17,312
| -8% | -$194K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $2.38M | Buy |
221,774
+21,147
| +11% | +$227K | ﹤0.01% | 1158 |
|
|
2024
Q4 | $2.12M | Buy |
200,627
+18,552
| +10% | +$196K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $1.5M | Sell |
182,075
-5,554
| -3% | -$45.8K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $1.4M | Buy |
187,629
+30,138
| +19% | +$224K | ﹤0.01% | 1139 |
|
|
2024
Q1 | $1.37M | Sell |
157,491
-64,138
| -29% | -$560K | ﹤0.01% | 1101 |
|
|
2023
Q4 | $2.52M | Sell |
221,629
-36,790
| -14% | -$419K | 0.01% | 820 |
|
|
2023
Q3 | $2.81M | Buy |
258,419
+247,155
| +2,194% | +$2.68M | 0.01% | 742 |
|
|
2023
Q2 | $141K | Sell |
11,264
-950
| -8% | -$11.9K | ﹤0.01% | 505 |
|
|
2023
Q1 | $184K | Buy |
+12,214
| New | +$184K | ﹤0.01% | 510 |
|