Carson Wealth (CWM LLC)’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 | $1.26M | Sell |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $715K | Buy |
|
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|
2024
Q3 | $530K | Sell |
|
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $740K | Buy |
|
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $788K | Buy |
|