Ritter Daniher Financial Advisory’s Warner Bros WBD Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.2K	Buy	+1,021	New	+$27.6K	﹤0.01%	333
2025 Q2	–	Sell	-120	Closed	-$1.29K	–	342
2025 Q1	$1.29K	Hold	120	–	–	﹤0.01%	288
2024 Q4	$1.27K	Hold	120	–	–	﹤0.01%	286
2024 Q3	$990	Hold	120	–	–	﹤0.01%	297
2024 Q2	$893	Sell	120 -424	-78%	-$3.4K	﹤0.01%	292
2024 Q1	$4.75K	Hold	544	–	–	﹤0.01%	254
2023 Q4	$6.19K	Hold	544	–	–	﹤0.01%	259
2023 Q3	$5.91K	Hold	544	–	–	﹤0.01%	262
2023 Q2	$6.82K	Buy	544 +402	+283%	+$5.22K	﹤0.01%	241
2023 Q1	$2.15K	Buy	142 +22	+18%	+$313	﹤0.01%	256
2022 Q4	$1.14K	Sell	120 -133	-53%	-$1.5K	﹤0.01%	259
2022 Q3	$3K	Hold	253	–	–	﹤0.01%	214
2022 Q2	$3K	Buy	+253	New	+$4.69K	﹤0.01%	215

Other funds holding WBD

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return