Ritholtz 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
2026 Q1	$457K	Buy	16,652 +7,435	+81%	+$208K	0.01%	825
2025 Q4	$266K	Buy	+9,217	New	+$215K	﹤0.01%	957
2022 Q2	–	Sell	-8,483	Closed	-$211K	–	606
2022 Q1	$211K	Sell	8,483 -420	-5%	-$11.5K	0.01%	501
2021 Q4	$210K	Sell	8,903 -2,956	-25%	-$73.6K	0.01%	498
2021 Q3	$301K	Sell	11,859 -2,014	-15%	-$56.6K	0.02%	369
2021 Q2	$426K	Sell	13,873 -6,945	-33%	-$241K	0.03%	289
2021 Q1	$905K	Buy	20,818 +3,124	+18%	+$156K	0.08%	121
2020 Q4	$532K	Sell	17,694 -1,524	-8%	-$37.4K	0.05%	158
2020 Q3	$418K	Buy	19,218 +6,327	+49%	+$138K	0.05%	160
2020 Q2	$272K	Buy	+12,891	New	+$278K	0.04%	191