Financial Gravity Asset 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
2026 Q1	$64.7K	Buy	2,356 +2,304	+4,431%	+$64.5K	0.01%	276
2025 Q4	$1.5K	Hold	52	–	–	﹤0.01%	617
2025 Q3	$1.02K	Buy	+52	New	+$708	﹤0.01%	803
2025 Q1	$27.3K	Buy	+2,545	New	+$26.6K	0.01%	431
2024 Q2	–	Sell	-780	Closed	-$7.84K	–	2528
2024 Q1	$7.84K	Buy	780 +62	+9%	+$597	﹤0.01%	766
2023 Q4	$37.2K	Buy	718 +393	+121%	+$4.24K	﹤0.01%	604
2023 Q3	$32.7K	Buy	+325	New	+$4.06K	﹤0.01%	516
2023 Q2	–	Sell	-15	Closed	-$67	–	1773
2023 Q1	$67	Buy	15 +6	+67%	+$85	﹤0.01%	716
2022 Q4	$436	Sell	9 -15	-63%	-$169	﹤0.01%	822
2022 Q3	$51	Buy	+24	New	+$326	﹤0.01%	666
2022 Q2	–	Sell	-50	Closed	-$111	–	851
2022 Q1	$111	Buy	50 +2	+4%	+$55	﹤0.01%	618
2021 Q4	$104	Buy	48 +44	+1,100%	+$1.09K	﹤0.01%	669
2021 Q3	$25K	Hold	4	–	–	0.01%	757
2021 Q2	$31K	Hold	4	–	–	0.01%	707
2021 Q1	$193	Hold	4	–	–	﹤0.01%	460
2020 Q4	$0	Buy	+4	New	+$98	﹤0.01%	769
2020 Q2	–	Sell	-503	Closed	-$9.78K	–	924
2020 Q1	$9.78K	Buy	+503	New	+$13.8K	0.03%	214