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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15K | Hold |
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|
2025
Q2 | $676 | Hold |
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|
2025
Q1 | $633 | Hold |
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|
2024
Q4 | $624 | Sell |
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|
2024
Q3 | $743 | Hold |
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|
2024
Q2 | $767 | Hold |
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|
2024
Q1 | $786 | Sell |
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|
2023
Q4 | $5.01K | Buy |
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|
2023
Q3 | $977 | Hold |
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|
2023
Q2 | $1.13K | Hold |
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|
2023
Q1 | $1.36K | Hold |
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|
2022
Q4 | $853 | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Buy |
|