Guardian Investment 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
2026 Q1	$954K	Sell	34,750 -5,000	-13%	-$140K	0.75%	35
2025 Q4	$1.15M	Sell	39,750 -18,250	-31%	-$427K	0.89%	30
2025 Q3	$1.13M	Sell	58,000 -33,703	-37%	-$459K	0.96%	30
2025 Q2	$1.05M	Buy	91,703 +7,856	+9%	+$73.3K	1.06%	32
2025 Q1	$900K	Sell	83,847 -1,067	-1%	-$11.2K	0.76%	36
2024 Q4	$898K	Sell	84,914 -1,917	-2%	-$17.8K	0.64%	39
2024 Q3	$716K	Sell	86,831 -38,012	-30%	-$297K	0.62%	40
2024 Q2	$929K	Buy	124,843 +60,988	+96%	+$489K	0.66%	40
2024 Q1	$557K	Buy	63,855 +20,275	+47%	+$195K	0.45%	50
2023 Q4	$496K	Buy	43,580 +5,434	+14%	+$58.7K	0.42%	49
2023 Q3	$414K	Buy	38,146 +825	+2%	+$10.3K	0.38%	51
2023 Q2	$468K	Sell	37,321 -1,405	-4%	-$18.2K	0.4%	53
2023 Q1	$581K	Hold	38,726	–	–	0.44%	51
2022 Q4	$367K	Buy	38,726 +4,753	+14%	+$53.7K	0.35%	53
2022 Q3	$390K	Buy	33,973 +9,434	+38%	+$128K	0.4%	49
2022 Q2	$329K	Buy	24,539 +4,539	+23%	+$84.2K	0.29%	51
2022 Q1	$534K	Sell	20,000 -5,200	-21%	-$143K	0.41%	52
2021 Q4	$593K	Hold	25,200	–	–	0.41%	47
2021 Q3	$640K	Hold	25,200	–	–	0.47%	49
2021 Q2	$774K	Buy	25,200 +5,200	+26%	+$180K	0.53%	47
2021 Q1	$869K	Hold	20,000	–	–	0.62%	45
2020 Q4	$602K	Hold	20,000	–	–	0.46%	48
2020 Q3	$435K	Hold	20,000	–	–	0.38%	50
2020 Q2	$422K	Hold	20,000	–	–	0.38%	48
2020 Q1	$389K	Buy	+20,000	New	+$549K	0.4%	47