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
2024 Q4	$1.06K	Hold
2024 Q3	$825	Hold
2024 Q2	$744	Hold
2024 Q1	$873	Hold
2023 Q4	$1.14K	Hold
2023 Q3	$1.09K	Hold
2023 Q2	$1.25K	Hold
2023 Q1	$1.51K	Buy
2022 Q4	–	Sell
2022 Q3	$1K	Buy