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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.9K	Buy	+3,830	New	+$43.9K	﹤0.01%	852
2024 Q1	–	Sell	-16,503	Closed	-$188K	–	564
2023 Q4	$188K	Sell	16,503 -7,213	-30%	-$82.1K	0.02%	476
2023 Q3	$258K	Buy	23,716 +5,370	+29%	+$58.3K	0.03%	420
2023 Q2	$230K	Buy	+18,346	New	+$230K	0.02%	441