Morton Brown Family Wealth’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	$1.62K	Hold	59	–	–	﹤0.01%	257
2025 Q4	$1.7K	Hold	59	–	–	﹤0.01%	261
2025 Q3	$1.15K	Hold	59	–	–	﹤0.01%	247
2025 Q2	$676	Hold	59	–	–	﹤0.01%	290
2025 Q1	$633	Hold	59	–	–	﹤0.01%	297
2024 Q4	$624	Sell	59 -31	-34%	-$288	﹤0.01%	257
2024 Q3	$743	Hold	90	–	–	﹤0.01%	245
2024 Q2	$767	Hold	90	–	–	﹤0.01%	206
2024 Q1	$786	Sell	90 -350	-80%	-$3.37K	﹤0.01%	200
2023 Q4	$5.01K	Buy	440 +350	+389%	+$3.78K	﹤0.01%	210
2023 Q3	$977	Hold	90	–	–	﹤0.01%	171
2023 Q2	$1.13K	Hold	90	–	–	﹤0.01%	164
2023 Q1	$1.36K	Hold	90	–	–	﹤0.01%	234
2022 Q4	$853	Hold	90	–	–	﹤0.01%	147
2022 Q3	$1K	Sell	90 -67	-43%	-$910	﹤0.01%	201
2022 Q2	$2K	Buy	+157	New	+$2.91K	﹤0.01%	208