CarsonAllaria 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
Sell
2025
Q2
$928 Hold
2025
Q1
$869 Hold
2024
Q4
$856 Hold
2024
Q3
$668 Hold
2024
Q2
$603 Sell
2024
Q1
$1.53K Sell
2023
Q4
$2.05K Sell
2023
Q3
$2.96K Sell
2023
Q2
$5.44K Sell
2023
Q1
$6.89K Hold
2022
Q4
$4K Hold
2022
Q3
$5K Hold
2022
Q2
$6K Buy