Concurrent Investment Advisors’s Warner Bros WBD Stock Holding History

Concurrent Investment Advisors’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Sell
2025 Q2	$268K	Sell
2025 Q1	$284K	Buy
2024 Q4	$271K	Sell
2024 Q3	$238K	Sell
2024 Q2	$219K	Buy
2024 Q1	$212K	Sell
2023 Q4	$306K	Buy