Safeguard Investment Advisory Group’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 | $128K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $97K | Sell |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $257K | Buy |
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