Holistic Financial Partners’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 | $209K | Buy |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $198K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $186K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $242K | Buy |
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