Avalon Trust’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
$4.78K Hold
417
﹤0.01% 367
2025
Q1
$4.47K Buy
417
+5
+1% +$54 ﹤0.01% 393
2024
Q4
$4.36K Hold
412
﹤0.01% 367
2024
Q3
$3.4K Buy
412
+78
+23% +$643 ﹤0.01% 306
2024
Q2
$2.49K Hold
334
﹤0.01% 306
2024
Q1
$2.92K Sell
334
-64
-16% -$559 ﹤0.01% 312
2023
Q4
$4.53K Buy
398
+64
+19% +$728 ﹤0.01% 313
2023
Q3
$3.63K Buy
+334
New +$3.63K ﹤0.01% 292