Evermay Wealth Management’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
$8.25K Hold
2025
Q1
$7.73K Buy
2024
Q4
$74 Hold
2024
Q3
$58 Hold
2024
Q2
$53 Hold
2024
Q1
$62 Sell
2023
Q4
$433 Sell
2023
Q3
$4.67K Hold
2023
Q2
$5.39K Sell
2023
Q1
$7.2K Sell
2022
Q4
$4.75K Sell
2022
Q3
$8K Sell
2022
Q2
$10K Buy