Great Valley Advisor Group’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
Q4 | $360K | Buy |
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|
2025
Q3 | $238K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $109K | Sell |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $142K | Sell |
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|
2023
Q2 | $173K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $272K | Buy |
|