Sequoia Financial Advisors’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 | $634K | Sell |
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|
2025
Q1 | $676K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $463K | Buy |
|
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $340K | Buy |
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