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Mark Sheptoff Financial Planning’s Warner Bros WBD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$1.06K – 468
2024
Q4 		$1.06K Hold
100
– – ﹤0.01% 406
2024
Q3 		$825 Hold
100
– – ﹤0.01% 409
2024
Q2 		$744 Hold
100
– – ﹤0.01% 408
2024
Q1 		$873 Hold
100
– – ﹤0.01% 378
2023
Q4 		$1.14K Hold
100
– – ﹤0.01% 369
2023
Q3 		$1.09K Hold
100
– – ﹤0.01% 352
2023
Q2 		$1.25K Hold
100
– – ﹤0.01% 359
2023
Q1 		$1.51K Buy
+100
New +$1.42K ﹤0.01% 353
2022
Q4 		– Sell
-120
Closed -$1K – 404
2022
Q3 		$1K Buy
+120
New +$1.63K ﹤0.01% 361

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mark Sheptoff Financial Planning's WBD Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 100 shares — an estimated $1.06K sold.

Mark Sheptoff Financial Planning first reported a position in WBD in Q3 2022 and held it in 9 quarters. The position peaked at $1.51K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Warner Bros shares in Q1 2025, an estimated $1.06K.
  • Mark Sheptoff Financial Planning first reported a position in Warner Bros in Q3 2022 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's Warner Bros position peaked at $1.51K in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.