Cornerstone Planning Group’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.7K	Sell	2,524 -15	-0.6%	-$420	0.01%	325
2025 Q4	$71K	Buy	2,539 +2,415	+1,948%	+$56.4K	0.01%	274
2025 Q3	$21.2K	Sell	124 -2,275	-95%	-$31K	﹤0.01%	561
2025 Q2	$30.5K	Buy	2,399 +84	+4%	+$783	0.01%	326
2025 Q1	$19.3K	Buy	2,315 +1,121	+94%	+$11.7K	﹤0.01%	425
2024 Q4	$12.5K	Hold	1,194	–	–	﹤0.01%	381
2024 Q3	$9.02K	Buy	1,194 +59	+5%	+$461	﹤0.01%	434
2024 Q2	$8.94K	Sell	1,135 -33	-3%	-$264	﹤0.01%	464
2024 Q1	$9.31K	Sell	1,168 -2	-0.2%	-$19	﹤0.01%	421
2023 Q4	$13.3K	Sell	1,170 -63	-5%	-$680	﹤0.01%	378
2023 Q3	$13.4K	Buy	1,233 +10	+0.8%	+$125	0.01%	365
2023 Q2	$15.3K	Buy	+1,223	New	+$15.9K	0.01%	504
2022 Q4	$15.9K	Buy	+1,279	New	+$14.4K	0.01%	490