WMA
Wealth Management Associates’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
12,755
-574
| -4% | -$6.58K | 0.06% | 214 |
|
|
2025
Q1 | $143K | Sell |
13,329
-187
| -1% | -$2.01K | 0.06% | 208 |
|
|
2024
Q4 | $143K | Sell |
13,516
-238
| -2% | -$2.52K | 0.06% | 203 |
|
|
2024
Q3 | $113K | Sell |
13,754
-196
| -1% | -$1.62K | 0.05% | 204 |
|
|
2024
Q2 | $104K | Hold |
13,950
| – | – | 0.05% | 200 |
|
|
2024
Q1 | $104K | Sell |
13,950
-2,509
| -15% | -$18.7K | 0.05% | 200 |
|
|
2023
Q4 | $187K | Sell |
16,459
-1,524
| -8% | -$17.3K | 0.1% | 190 |
|
|
2023
Q3 | $195K | Sell |
17,983
-23
| -0.1% | -$250 | 0.11% | 180 |
|
|
2023
Q2 | $226K | Sell |
18,006
-165
| -0.9% | -$2.07K | 0.13% | 167 |
|
|
2023
Q1 | $274K | Sell |
18,171
-257
| -1% | -$3.88K | 0.17% | 140 |
|
|
2022
Q4 | $175K | Sell |
18,428
-21,812
| -54% | -$207K | 0.12% | 178 |
|
|
2022
Q3 | $463K | Sell |
40,240
-1,816
| -4% | -$20.9K | 0.33% | 82 |
|
|
2022
Q2 | $564K | Buy |
+42,056
| New | +$564K | 0.39% | 61 |
|