Balanced Rock Investment Advisors’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
Sell
2025
Q1
$117K Sell
2024
Q4
$122K Sell
2024
Q3
$124K Sell
2024
Q2
$117K Sell
2024
Q1
$146K Sell
2023
Q4
$191K Buy