Independent Financial Group’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 | $559K | Sell |
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|
2025
Q4 | $1.45M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $92.7K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $194K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $524K | Buy |
|