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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
2026
Q1 		– Sell
-559
Closed -$16.1K – 550
2025
Q4 		$16.1K Buy
+559
New +$13.1K ﹤0.01% 377
2025
Q1 		– Sell
-21
Closed -$222 – 556
2024
Q4 		$222 Buy
+21
New +$195 ﹤0.01% 373
2024
Q1 		– Sell
-612
Closed -$6.96K – 484
2023
Q4 		$6.96K Hold
612
– – ﹤0.01% 278
2023
Q3 		$6.65K Hold
612
– – ﹤0.01% 321
2023
Q2 		$7.67K Buy
+612
New +$7.94K ﹤0.01% 267
2023
Q1 		– Sell
-762
Closed -$7.22K – 313
2022
Q4 		$7.22K Hold
762
– – ﹤0.01% 195
2022
Q3 		$9K Sell
762
-155
-17% -$2.11K 0.01% 194
2022
Q2 		$13K Buy
917
+909
+11,363% +$16.9K 0.01% 244
2022
Q1 		$0 Buy
+8
New +$219 ﹤0.01% 516

Other funds holding WBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return