Mount Yale Investment Advisors’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
Q2
$43.9K Buy
2024
Q1
Sell
2023
Q4
$188K Sell
2023
Q3
$258K Buy
2023
Q2
$230K Buy