Moneta Group Investment Advisors’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
Q4 | $243K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $119K | Sell |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $149K | Sell |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $171K | Sell |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $0 | Buy |
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