Patriot Financial Group Insurance Agency’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 | $472K | Sell |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $144K | Buy |
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|
2023
Q4 | $179K | Sell |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $195K | Buy |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $141K | Buy |
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