Clearstead 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 | $1.04M | Buy |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $18.1K | Sell |
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|
2023
Q4 | $32.8K | Sell |
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|
2023
Q3 | $63.5K | Buy |
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|
2023
Q2 | $42.8K | Sell |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $254K | Buy |
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