Morningstar Investment Services’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
Q1
$367K Sell
2024
Q4
$660K Sell
2024
Q3
$6.84M Buy
2024
Q2
$5.9M Buy
2024
Q1
$4.14M Sell
2023
Q4
$11.1M Buy
2023
Q3
$5.14M Buy
2023
Q2
$5.86M Buy
2023
Q1
$6.86M Buy
2022
Q4
$4.36M Sell
2022
Q3
$5.54M Buy
2022
Q2
$5.81M Buy