Roberts, Glore & Co’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
Q2
Sell
2025
Q1
$126K Sell
2024
Q4
$158K Sell
2024
Q3
$144K Sell
2024
Q2
$165K Sell
2024
Q1
$221K Sell
2023
Q4
$317K Sell
2023
Q3
$308K Sell
2023
Q2
$462K Sell
2023
Q1
$571K Sell
2022
Q4
$448K Sell
2022
Q3
$607K Buy
2022
Q2
$600K Buy