Institute For Wealth Management, Llc. Warner Bros. Discovery, Inc. Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	N/A	-23,330 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	7,348 Added 45.98%	23,330 $592,000
Q2 2021 Jul 21, 2021	BUY	N/A	5,596 Added 53.88%	15,982 $490,000
Q1 2021 May 04, 2021	BUY	N/A	774 Added 8.05%	10,386 $451,000
Q4 2020 Feb 01, 2021	SELL	N/A	-133 Reduced 1.36%	9,612 $289,000
Q3 2020 Nov 03, 2020	SELL	N/A	-775 Reduced 7.37%	9,745 $212,000
Q2 2020 Jul 30, 2020	SELL	N/A	-1,140 Reduced 9.78%	10,520 $222,000
Q1 2020 Apr 29, 2020	BUY	N/A	1,160 Added 11.05%	11,660 $227,000
Q4 2019 Feb 27, 2020	BUY	N/A	10,156 Added 2952.33%	10,500 $344,000
Q4 2019 Jan 27, 2020	SELL	N/A	-9,821 Reduced 96.62%	344 $344,000
Q2 2019 Aug 02, 2019	SELL	N/A	-1,729 Reduced 14.54%	10,165 $312,000
Q1 2019 May 15, 2019	BUY	N/A	454 Added 3.97%	11,894 $319,000
Q4 2018 Feb 08, 2019	BUY	N/A	740 Added 6.92%	11,440 $283,000
Q3 2018 Oct 29, 2018	BUY	N/A	200 Added 1.9%	10,700 $337,000
Q2 2018 Aug 10, 2018	BUY	N/A	238 Added 2.32%	10,500 $293,000
Q1 2018 May 15, 2018	BUY	N/A	10,262 New	10,262 $241,000
Q4 2017 Feb 12, 2018	SELL	N/A	-15,017 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	15,017	15,017 $315,000

Others Institutions Holding DISCA

# of Institutions

1

Shares Held

17.5K

Call Options Held

0

Put Options Held

0

Boenning & Scattergood, Inc.

17.5K
Shares

$0
0.07% of portfolio

About Warner Bros. Discovery, Inc.

Ticker DISCA
Sector Services
Industry CATV Systems
Shares Outstandng 169,284,992
Market Cap $12.4B

More about DISCA

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