Live Oak Private Wealth’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$82.9K Sell
2024
Q2
$3.07M Sell
2024
Q1
$3.66M Buy
2023
Q4
$4.75M Sell
2023
Q3
$4.72M Buy
2023
Q2
$5.38M Buy
2023
Q1
$4.28M Buy
2022
Q4
$2.56M Sell
2022
Q3
$4.85M Buy
2022
Q2
$3.29M Buy