Concord Wealth Partners’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 | $10.1K | Sell |
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|
2025
Q1 | $17.1K | Sell |
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|
2024
Q4 | $16.9K | Sell |
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|
2024
Q3 | $20.3K | Buy |
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|
2024
Q2 | $9.11K | Sell |
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|
2024
Q1 | $39.6K | Buy |
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|
2023
Q4 | $39.9K | Sell |
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|
2023
Q3 | $62.9K | Buy |
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|
2023
Q2 | $64.8K | Buy |
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|
2023
Q1 | $72.6K | Sell |
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|
2022
Q4 | $54.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $87K | Buy |
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