Montag & Associates’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 | $50.2K | Buy |
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|
2025
Q3 | $32.5K | Hold |
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|
2025
Q2 | $19.1K | Buy |
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|
2025
Q1 | $1.55K | Hold |
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|
2024
Q4 | $1.52K | Hold |
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|
2024
Q3 | $1.19K | Buy |
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|
2024
Q2 | $1.02K | Hold |
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|
2024
Q1 | $1.2K | Sell |
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|
2023
Q4 | $12.9K | Buy |
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|
2023
Q3 | $2.57K | Sell |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $751K | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $3.78M | Sell |
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|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $3.09M | Buy |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $4.2M | Sell |
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|
2019
Q3 | $4.69M | Sell |
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|
2019
Q2 | $6.38M | Buy |
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|
2019
Q1 | $5.46M | Buy |
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|
2018
Q4 | $4.99M | Sell |
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|
2018
Q3 | $7.53M | Sell |
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|
2018
Q2 | $9.91M | Buy |
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|
2018
Q1 | $6.78M | Buy |
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|
2017
Q4 | $5.14M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Buy |
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