EP Wealth Advisors’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 | $344K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $150K | Sell |
|
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|
2024
Q2 | $140K | Sell |
|
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|
2024
Q1 | $176K | Buy |
|
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $317K | Sell |
|
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $414K | Buy |
|