Bartlett & Co 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
Q3
$327K Sell
2025
Q2
$216K Sell
2025
Q1
$202K Buy
2024
Q4
$182K Sell
2024
Q3
$144K Buy
2024
Q2
$128K Sell
2024
Q1
$174K Sell
2023
Q4
$268K Sell
2023
Q3
$253K Sell
2023
Q2
$300K Sell
2023
Q1
$374K Sell
2022
Q4
$246K Sell
2022
Q3
$338K Buy
2022
Q2
$188K Buy