LA
Legacy Advisors’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,335
| Closed | -$197K | – | 407 |
|
|
2025
Q1 | $197K | Buy |
18,335
+142
| +0.8% | +$1.52K | 0.02% | 411 |
|
|
2024
Q4 | $192K | Sell |
18,193
-433
| -2% | -$4.58K | 0.02% | 395 |
|
|
2024
Q3 | $154K | Buy |
18,626
+4,519
| +32% | +$37.3K | 0.02% | 366 |
|
|
2024
Q2 | $105K | Buy |
+14,107
| New | +$105K | 0.01% | 320 |
|