Guardian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $619K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $474K | Buy |
|
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|
2024
Q2 | $424K | Buy |
|
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|
2024
Q1 | $493K | Buy |
|
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|
2023
Q4 | $454K | Sell |
|
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|
2023
Q3 | $634K | Sell |
|
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $861K | Buy |
|
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $856K | Buy |
|