SAG
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SageView Advisory Group’s Warner Bros WBD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,426
Closed -$110K 623
2024
Q4
$110K Buy
+10,426
New +$110K ﹤0.01% 582
2024
Q1
Sell
-11,370
Closed -$115K 871
2023
Q4
$115K Buy
+11,370
New +$115K ﹤0.01% 624