Mount Yale Investment Advisors’s Warner Bros WBD Stock Holding History

Mount Yale Investment Advisors’s Portfolio WBD Stock Details WBD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Buy
2025 Q3	–	Sell
2025 Q2	$43.9K	Buy
2024 Q1	–	Sell
2023 Q4	$188K	Sell
2023 Q3	$258K	Buy
2023 Q2	$230K	Buy