Key Financial Inc’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
$23.1K Sell
2025
Q1
$22.2K Hold
2024
Q4
$21.9K Sell
2024
Q3
$17.4K Sell
2024
Q2
$35.7K Sell
2024
Q1
$45.8K Hold
2023
Q4
$59.7K Sell
2023
Q3
$58.5K Hold
2023
Q2
$67.5K Buy
2023
Q1
$75.1K Sell
2022
Q4
$75.7K Hold
2022
Q3
$76K Buy
2022
Q2
$39K Buy