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
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 |
|