Keystone Financial Services (Colorado)’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$157K	Buy	13,671 +720	+6%	+$8.25K	0.05%	115
2025 Q1	$139K	Sell	12,951 -1,562	-11%	-$16.8K	0.05%	98
2024 Q4	$153K	Sell	14,513 -24	-0.2%	-$254	0.06%	101
2024 Q3	$120K	Buy	14,537 +24	+0.2%	+$198	0.05%	96
2024 Q2	$108K	Buy	+14,513	New	+$108K	0.04%	86