Kozak & Associates’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  | $3.09K | Hold | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $2.16K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $4.28K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $3.24K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $2.93K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $3.48K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $4.79K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $5.12K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $7.05K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $8.18K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $4K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $5K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $5K | Buy | 
         |