Guardian Investment Management’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 | $1.05M | Buy |
91,703
+7,856
| +9% | +$90K | 1.06% | 32 |
|
|
2025
Q1 | $900K | Sell |
83,847
-1,067
| -1% | -$11.5K | 0.76% | 36 |
|
|
2024
Q4 | $898K | Sell |
84,914
-1,917
| -2% | -$20.3K | 0.64% | 39 |
|
|
2024
Q3 | $716K | Sell |
86,831
-38,012
| -30% | -$314K | 0.62% | 40 |
|
|
2024
Q2 | $929K | Buy |
124,843
+60,988
| +96% | +$454K | 0.66% | 40 |
|
|
2024
Q1 | $557K | Buy |
63,855
+20,275
| +47% | +$177K | 0.45% | 50 |
|
|
2023
Q4 | $496K | Buy |
43,580
+5,434
| +14% | +$61.8K | 0.42% | 49 |
|
|
2023
Q3 | $414K | Buy |
38,146
+825
| +2% | +$8.96K | 0.38% | 51 |
|
|
2023
Q2 | $468K | Sell |
37,321
-1,405
| -4% | -$17.6K | 0.4% | 53 |
|
|
2023
Q1 | $581K | Hold |
38,726
| – | – | 0.44% | 51 |
|
|
2022
Q4 | $367K | Buy |
38,726
+4,753
| +14% | +$45.1K | 0.35% | 53 |
|
|
2022
Q3 | $390K | Buy |
33,973
+9,434
| +38% | +$108K | 0.4% | 49 |
|
|
2022
Q2 | $329K | Buy |
+24,539
| New | +$329K | 0.29% | 51 |
|