Compass 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
Q2
Sell
2025
Q1
$5.39K Hold
2024
Q4
$5.31K Sell
2024
Q3
$4.74K Sell
2024
Q2
$4.32K Sell
2024
Q1
$8.63K Sell
2023
Q4
$1.99M Sell
2023
Q3
$1.97M Buy
2023
Q2
$2.24M Buy
2023
Q1
$1.92M Buy
2022
Q4
$1.15M Buy