Lodestone Wealth Management’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
$89.8K Buy
2024
Q3
Sell
2024
Q2
$190K Sell
2024
Q1
$224K Sell
2023
Q4
$1.07M Buy
2023
Q3
$877K Sell
2023
Q2
$1.39M Buy
2023
Q1
$1.39M Sell
2022
Q4
$873K Buy