Clifford Swan Investment Counsel’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 | $3.09M | Sell |
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|
2025
Q1 | $4.16M | Sell |
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|
2024
Q4 | $4.53M | Sell |
|
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|
2024
Q3 | $3.91M | Buy |
|
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|
2024
Q2 | $3.08M | Buy |
|
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|
2024
Q1 | $3.19M | Sell |
|
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|
2023
Q4 | $4.31M | Buy |
|
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|
2023
Q3 | $3.71M | Sell |
|
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|
2023
Q2 | $4.37M | Sell |
|
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|
2023
Q1 | $5.69M | Sell |
|
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|
2022
Q4 | $4.29M | Buy |
|
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|
2022
Q3 | $5.03M | Sell |
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|
2022
Q2 | $6.01M | Buy |
|