Avantax Advisory Services’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 | $626K | Buy |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $1.14M | Buy |
|