Legacy Financial Advisors’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$638K	Sell	23,218 -21,866	-49%	-$612K	0.09%	189
2025 Q4	$1.3M	Sell	45,084 -11,966	-21%	-$280K	0.18%	100
2025 Q3	$1.11M	Sell	57,050 -660	-1%	-$8.99K	0.15%	107
2025 Q2	$661K	Buy	57,710 +47,459	+463%	+$443K	0.1%	172
2025 Q1	$110K	Buy	+10,251	New	+$107K	0.02%	355
2024 Q1	–	Sell	-10,736	Closed	-$122K	–	337
2023 Q4	$122K	Buy	10,736 +375	+4%	+$4.05K	0.02%	294
2023 Q3	$113K	Sell	10,361 -341	-3%	-$4.26K	0.02%	257
2023 Q2	$134K	Sell	10,702 -2,428	-18%	-$31.5K	0.03%	254
2023 Q1	$198K	Buy	13,130 +2,716	+26%	+$38.7K	0.04%	240
2022 Q4	$98.7K	Sell	10,414 -1,997	-16%	-$22.5K	0.02%	239
2022 Q3	$143K	Buy	12,411 +2,278	+22%	+$31K	0.03%	216
2022 Q2	$136K	Buy	+10,133	New	+$188K	0.03%	214
2019 Q2	–	Sell	-452	Closed	-$12K	–	894
2019 Q1	$12K	Sell	452 -34	-7%	-$946	﹤0.01%	583
2018 Q4	$12K	Buy	486 +364	+298%	+$11.1K	﹤0.01%	524
2018 Q3	$3K	Hold	122	–	–	﹤0.01%	777
2018 Q2	$3K	Hold	122	–	–	﹤0.01%	797
2018 Q1	$2K	Hold	122	–	–	﹤0.01%	770
2017 Q4	$2K	Buy	+122	New	+$2.38K	﹤0.01%	759