Heritage Wealth Advisors’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 | $8.78K | Buy |
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|
2025
Q1 | $8.1K | Hold |
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|
2024
Q4 | $7.98K | Buy |
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|
2024
Q3 | $4.83K | Hold |
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|
2024
Q2 | $4.36K | Hold |
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|
2024
Q1 | $5.12K | Sell |
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|
2023
Q4 | $6.94K | Buy |
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|
2023
Q3 | $1.2K | Hold |
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|
2023
Q2 | $1.38K | Hold |
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|
2023
Q1 | $1.66K | Hold |
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|
2022
Q4 | $1.04K | Hold |
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|
2022
Q3 | $1.26K | Hold |
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|
2022
Q2 | $1K | Buy |
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