Mather Group’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
Q3
$729K Buy
2025
Q2
$385K Buy
2025
Q1
$356K Buy
2024
Q4
$328K Sell
2024
Q3
$258K Buy
2024
Q2
$135K Buy
2024
Q1
$154K Sell
2023
Q4
$158K Buy
2023
Q3
Sell
2023
Q2
$6.38K Buy