Moors & Cabot’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
$372K Sell
13,536
-10,692
-44% -$299K 0.02% 635
2025
Q4
$698K Sell
24,228
-22,763
-48% -$532K 0.03% 450
2025
Q3
$918K Sell
46,991
-16,338
-26% -$223K 0.04% 379
2025
Q2
$726K Sell
63,329
-1,755
-3% -$16.4K 0.03% 414
2025
Q1
$698K Buy
65,084
+16,813
+35% +$176K 0.04% 404
2024
Q4
$510K Buy
48,271
+4,110
+9% +$38.2K 0.02% 496
2024
Q3
$364K Sell
44,161
-2,562
-5% -$20K 0.02% 600
2024
Q2
$348K Sell
46,723
-5,745
-11% -$46K 0.02% 582
2024
Q1
$458K Sell
52,468
-814
-2% -$7.84K 0.02% 532
2023
Q4
$606K Sell
53,282
-7,856
-13% -$84.8K 0.04% 398
2023
Q3
$664K Buy
61,138
+5,900
+11% +$73.6K 0.05% 356
2023
Q2
$693K Sell
55,238
-6,041
-10% -$78.4K 0.05% 353
2023
Q1
$925K Buy
61,279
+4,880
+9% +$69.5K 0.06% 277
2022
Q4
$535K Sell
56,399
-35,102
-38% -$396K 0.04% 408
2022
Q3
$1.05M Sell
91,501
-6,964
-7% -$94.6K 0.08% 246
2022
Q2
$1.32M Buy
98,465
+79,730
+426% +$1.48M 0.1% 217
2022
Q1
$467K Buy
18,735
+700
+4% +$19.2K 0.03% 490
2021
Q4
$425K Sell
18,035
-2,550
-12% -$63.5K 0.03% 511
2021
Q3
$524K Buy
20,585
+2,200
+12% +$61.9K 0.03% 437
2021
Q2
$564K Buy
18,385
+12,530
+214% +$435K 0.04% 390
2021
Q1
$253K Buy
+5,855
New +$292K 0.02% 593
2019
Q4
Sell
-10,988
Closed -$293K 711
2019
Q3
$293K Sell
10,988
-315
-3% -$9.15K 0.03% 455
2019
Q2
$347K Buy
+11,303
New +$328K 0.04% 372

Other funds holding WBD