Keystone Financial Planning’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 | $930K | Sell |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $688K | Hold |
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|
2024
Q4 | $678K | Sell |
|
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|
2024
Q3 | $553K | Buy |
|
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|
2024
Q2 | $499K | Sell |
|
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|
2024
Q1 | $586K | Sell |
|
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|
2023
Q4 | $780K | Hold |
|
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $874K | Buy |
|
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $798K | Buy |
|