Forum Financial 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
Q3 | $1.29M | Sell |
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|
2025
Q2 | $765K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $457K | Buy |
|
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|
2024
Q3 | $118K | Sell |
|
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|
2024
Q2 | $108K | Sell |
|
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|
2024
Q1 | $170K | Buy |
|
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|
2023
Q4 | $144K | Sell |
|
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $517K | Sell |
|
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|
2023
Q1 | $664K | Buy |
|
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $487K | Buy |
|