GoalVest Advisory’s Warner Bros WBD Stock Holding History

GoalVest Advisory’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$222	Buy
2024 Q1	–	Sell
2023 Q4	$6.96K	Hold
2023 Q3	$6.65K	Hold
2023 Q2	$7.67K	Buy
2023 Q1	–	Sell
2022 Q4	$7.22K	Hold
2022 Q3	$9K	Sell
2022 Q2	$13K	Buy