Institute for 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
Q3 | $270K | Sell |
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|
2025
Q2 | $163K | Sell |
|
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|
2025
Q1 | $156K | Sell |
|
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|
2024
Q4 | $166K | Sell |
|
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|
2024
Q3 | $163K | Sell |
|
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|
2024
Q2 | $162K | Sell |
|
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|
2024
Q1 | $229K | Sell |
|
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|
2023
Q4 | $335K | Buy |
|
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|
2023
Q3 | $230K | Sell |
|
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|
2023
Q2 | $268K | Sell |
|
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|
2023
Q1 | $354K | Sell |
|
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $1.42M | Buy |
|