MSWA
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Marshall & Sterling Wealth Advisors’s Warner Bros WBD Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.58K Hold
836
– – 0.01% 335
2025
Q1 		$8.97K Buy
836
+379
+83% +$4.07K 0.01% 337
2024
Q4 		$4.83K Buy
+457
New +$4.83K ﹤0.01% 261