Clearstead Trust’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
$17.2K Buy
2025
Q1
$13.4K Buy
2024
Q4
$12.4K Sell
2024
Q3
$10K Sell
2024
Q2
$10.1K Sell
2024
Q1
$13.3K Buy
2023
Q4
$16.2K Sell
2023
Q3
$16.6K Sell
2023
Q2
$21.6K Hold
2023
Q1
$23.5K Sell
2022
Q4
$75K Buy
2022
Q3
$55K Buy
2022
Q2
$48K Buy