Calton & Associates’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
$123K Sell
10,774
-3,771
-26% -$43.2K 0.02% 376
2025
Q1
$156K Buy
+14,545
New +$156K 0.04% 328
2024
Q4
Sell
-13,851
Closed -$114K 287
2024
Q3
$114K Buy
+13,851
New +$114K 0.04% 234