Kovitz Investment Group Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $664K | Sell |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $865K | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.22M | Buy |
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