AE Wealth Management’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $264K | Sell |
|
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|
2024
Q2 | $275K | Buy |
|
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|
2024
Q1 | $291K | Sell |
|
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|
2023
Q4 | $983K | Sell |
|
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|
2023
Q3 | $1.14M | Buy |
|
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $2.09M | Sell |
|
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|
2022
Q4 | $1.39M | Sell |
|
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $3.65M | Buy |
|