Perigon Wealth Management’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 | $378K | Buy |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $189K | Sell |
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|
2024
Q4 | $176K | Buy |
|
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|
2024
Q3 | $126K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $431K | Buy |
|
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|
2023
Q3 | $395K | Buy |
|
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $257K | Buy |
|