Cornerstone Planning Group’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.5K Buy
2,399
+84
+4% +$1.07K 0.01% 326
2025
Q1
$19.3K Buy
2,315
+1,121
+94% +$9.34K ﹤0.01% 425
2024
Q4
$12.5K Hold
1,194
﹤0.01% 381
2024
Q3
$9.02K Buy
1,194
+59
+5% +$445 ﹤0.01% 434
2024
Q2
$8.94K Sell
1,135
-33
-3% -$260 ﹤0.01% 464
2024
Q1
$9.31K Sell
1,168
-2
-0.2% -$16 ﹤0.01% 421
2023
Q4
$13.3K Sell
1,170
-63
-5% -$717 ﹤0.01% 378
2023
Q3
$13.4K Buy
1,233
+10
+0.8% +$109 0.01% 365
2023
Q2
$15.3K Buy
+1,223
New +$15.3K 0.01% 504
2022
Q4
$16K Buy
+1,279
New +$16K 0.01% 490