Independent Advisor Alliance’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 | $201K | Sell |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $452 | Sell |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $851K | Buy |
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