Fortis Group Advisors’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
$23.7K Hold
2,065
﹤0.01% 277
2025
Q1
$22.2K Hold
2,065
﹤0.01% 247
2024
Q4
$21.8K Hold
2,065
﹤0.01% 250
2024
Q3
$17K Sell
2,065
-85
-4% -$701 ﹤0.01% 260
2024
Q2
$16K Hold
2,150
﹤0.01% 253
2024
Q1
$18.8K Sell
2,150
-2,151
-50% -$18.8K ﹤0.01% 262
2023
Q4
$48.9K Buy
4,301
+1,954
+83% +$22.2K 0.01% 175
2023
Q3
$25.5K Buy
+2,347
New +$25.5K 0.01% 166