WP
WBD icon

WealthPLAN Partners’s Warner Bros WBD Stock Holding History

WealthPLAN Partners’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,351
Closed -$54.6K – 1171
2023
Q2 		$54.6K Sell
4,351
-3,263
-43% -$42.3K 0.01% 491
2023
Q1 		$115K Buy
+7,614
New +$108K 0.01% 395
2019
Q3 		– Sell
-18,712
Closed -$554K – 251
2019
Q2 		$554K Sell
18,712
-78,796
-81% -$2.29M 0.08% 140
2019
Q1 		$2.71M Buy
97,508
+2,069
+2% +$57.6K 0.42% 69
2018
Q4 		$2.8M Buy
95,439
+3,004
+3% +$91.5K 0.45% 68
2018
Q3 		$2.73M Sell
92,435
-30,085
-25% -$847K 0.5% 57
2018
Q2 		$3.37M Sell
122,520
-19,839
-14% -$473K 0.69% 41
2018
Q1 		$3.05M Buy
142,359
+19,423
+16% +$462K 0.67% 41
2017
Q4 		$2.75M Sell
122,936
-23,613
-16% -$461K 0.74% 36
2017
Q3 		$3.12M Buy
146,549
+7,985
+6% +$188K 0.88% 30
2017
Q2 		$3.58M Buy
138,564
+132,142
+2,058% +$3.58M 1.03% 23
2017
Q1 		$189K Buy
+6,422
New +$180K 0.66% 31
2016
Q3 		$2.68M Sell
97,714
-90,534
-48% -$2.32M 0.87% 24
2016
Q2 		$2.3M Buy
+188,248
New +$5.14M 0.3% 60
2015
Q4 		$1.48M Buy
+170,184
New +$4.91M 0.24% 74
2015
Q2 		$1.37M Buy
41,058
+25,037
+156% +$826K 0.6% 24
2015
Q1 		$491K Buy
+16,021
New +$503K 0.23% 72

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Harris Associates
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BG
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SC
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return