Jones Financial Companies’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
$1.41M Sell
2025
Q1
$1.43M Buy
2024
Q4
$1.45M Buy
2024
Q3
$893K Buy
2024
Q2
$246K Buy
2024
Q1
$33.6K Buy
2023
Q4
$42.2K Sell
2023
Q3
$42.8K Sell
2023
Q2
$52.2K Sell
2023
Q1
$91.4K Buy
2022
Q4
$51K Sell
2022
Q3
$72K Buy