Rothschild Investment LLC’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 | $249K | Sell |
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|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $144K | Buy |
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|
2024
Q4 | $139K | Buy |
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|
2024
Q3 | $107K | Sell |
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|
2024
Q2 | $97.1K | Buy |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $190K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $2.56M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $4.01M | Sell |
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|
2020
Q4 | $3.15M | Buy |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $287K | Hold |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $265K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $230K | Buy |
|