Meridian Wealth Management’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Sell	7,768 -18	-0.2%	-$504	0.01%	738
2025 Q4	$224K	Buy	+7,786	New	+$182K	0.01%	691
2023 Q1	–	Sell	-22,842	Closed	-$217K	–	565
2022 Q4	$217K	Sell	22,842 -11,704	-34%	-$132K	0.02%	476
2022 Q3	$397K	Sell	34,546 -9,980	-22%	-$136K	0.04%	315
2022 Q2	$598K	Buy	+44,526	New	+$826K	0.05%	317
2019 Q3	–	Sell	-12,040	Closed	-$3.7K	–	501
2019 Q2	$3.7K	Sell	12,040 -922	-7%	-$26.8K	0.15%	121
2019 Q1	$350K	Buy	12,962 +142	+1%	+$3.95K	0.16%	121
2018 Q4	$317K	Sell	12,820 -3,727	-23%	-$113K	0.19%	108
2018 Q3	$530K	Sell	16,547 -698	-4%	-$19.7K	0.23%	80
2018 Q2	$474K	Buy	+17,245	New	+$411K	0.22%	97