Wealthspire Advisors (New York)’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 | $236K | Sell |
20,613
-1,441
| -7% | -$16.5K | ﹤0.01% | 736 |
|
|
2025
Q1 | $237K | Sell |
22,054
-162
| -0.7% | -$1.74K | ﹤0.01% | 703 |
|
|
2024
Q4 | $235K | Buy |
22,216
+1,749
| +9% | +$18.5K | ﹤0.01% | 703 |
|
|
2024
Q3 | $169K | Sell |
20,467
-7,417
| -27% | -$61.2K | ﹤0.01% | 721 |
|
|
2024
Q2 | $207K | Buy |
27,884
+8,763
| +46% | +$65.2K | ﹤0.01% | 615 |
|
|
2024
Q1 | $167K | Sell |
19,121
-3,937
| -17% | -$34.4K | ﹤0.01% | 617 |
|
|
2023
Q4 | $262K | Buy |
23,058
+380
| +2% | +$4.32K | ﹤0.01% | 556 |
|
|
2023
Q3 | $246K | Buy |
22,678
+4,521
| +25% | +$49.1K | ﹤0.01% | 521 |
|
|
2023
Q2 | $228K | Sell |
18,157
-2,795
| -13% | -$35K | ﹤0.01% | 503 |
|
|
2023
Q1 | $316K | Sell |
20,952
-2,466
| -11% | -$37.2K | 0.01% | 427 |
|
|
2022
Q4 | $222K | Buy |
23,418
+555
| +2% | +$5.26K | ﹤0.01% | 522 |
|
|
2022
Q3 | $263K | Buy |
22,863
+2,958
| +15% | +$34K | 0.01% | 434 |
|
|
2022
Q2 | $267K | Buy |
+19,905
| New | +$267K | 0.01% | 423 |
|