MCM
Marathon Capital Management’s Warner Bros WBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,739
| Closed | -$126K | – | 177 |
|
|
2025
Q1 | $126K | Sell |
11,739
-500
| -4% | -$5.37K | 0.03% | 151 |
|
|
2024
Q4 | $129K | Hold |
12,239
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $101K | Sell |
12,239
-231,907
| -95% | -$1.91M | 0.02% | 146 |
|
|
2024
Q2 | $1.82M | Sell |
244,146
-16,776
| -6% | -$125K | 0.46% | 49 |
|
|
2024
Q1 | $2.28M | Buy |
260,922
+86,995
| +50% | +$759K | 0.54% | 44 |
|
|
2023
Q4 | $1.98M | Sell |
173,927
-218
| -0.1% | -$2.48K | 0.5% | 53 |
|
|
2023
Q3 | $1.89M | Buy |
174,145
+15,915
| +10% | +$173K | 0.48% | 53 |
|
|
2023
Q2 | $1.98M | Buy |
158,230
+1,022
| +0.7% | +$12.8K | 0.49% | 52 |
|
|
2023
Q1 | $2.39M | Buy |
157,208
+17,269
| +12% | +$262K | 0.59% | 48 |
|
|
2022
Q4 | $1.33M | Hold |
139,939
| – | – | 0.37% | 55 |
|
|
2022
Q3 | $1.61M | Buy |
+139,939
| New | +$1.61M | 0.46% | 49 |
|