Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $279K | Sell |
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|
2025
Q3 | $203K | Sell |
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|
2025
Q2 | $129K | Sell |
|
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|
2025
Q1 | $125K | Sell |
|
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|
2024
Q4 | $125K | Sell |
|
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|
2024
Q3 | $103K | Sell |
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|
2024
Q2 | $100K | Sell |
|
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $193K | Buy |
|
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|
2023
Q3 | $120K | Sell |
|
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $230K | Buy |
|