Focus Partners Wealth’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
$3.94M Buy
143,429
+50,434
+54% +$1.41M ﹤0.01% 1024
2025
Q4
$2.64M Buy
92,995
+10,357
+13% +$242K ﹤0.01% 1209
2025
Q3
$1.61M Buy
82,638
+10,100
+14% +$138K ﹤0.01% 1097
2025
Q2
$831K Sell
72,538
-44,283
-38% -$413K ﹤0.01% 1220
2025
Q1
$1.25M Buy
116,821
+50,615
+76% +$529K ﹤0.01% 987
2024
Q4
$700K Sell
66,206
-31,364
-32% -$291K ﹤0.01% 1185
2024
Q3
$805K Buy
97,570
+27,428
+39% +$214K ﹤0.01% 1003
2024
Q2
$522K Buy
70,142
+37,688
+116% +$302K ﹤0.01% 941
2024
Q1
$283K Buy
+32,454
New +$313K ﹤0.01% 850

Other funds holding WBD