Perennial 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
Q3
$219K Hold
2025
Q2
$128K Buy
2024
Q2
Sell
2024
Q1
$142K Hold
2023
Q4
$185K Sell
2023
Q3
$422K Sell
2023
Q2
$554K Buy