SWP
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Sagespring Wealth Partners’s Warner Bros WBD Stock Holding History

Sagespring Wealth Partners’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$243K Sell
21,193
-3,103
-13% -$35.6K 0.01% 642
2025
Q1 		$261K Buy
24,296
+8,424
+53% +$90.4K 0.01% 560
2024
Q4 		$168K Buy
+15,872
New +$168K ﹤0.01% 594