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Jamison Private Wealth Management’s Warner Bros WBD Stock Holding History

Jamison Private Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-119
Closed -$982 – 482
2024
Q3 		$982 Buy
+119
New +$930 ﹤0.01% 430

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Jamison Private Wealth Management's WBD Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Warner Bros (WBD) in Q4 2024, closing a stake of 119 shares — an estimated $982 sold.

Jamison Private Wealth Management first reported a position in WBD in Q3 2024 and held it in 1 quarter. The position peaked at $982 in Q3 2024. 1,200 funds tracked by Wall St. Rank hold WBD as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Warner Bros position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 119 Warner Bros shares in Q4 2024, an estimated $982.
  • Jamison Private Wealth Management first reported a position in Warner Bros in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Warner Bros position peaked at $982 in Q3 2024.
  • 1,200 funds tracked by Wall St. Rank held Warner Bros as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.