Silverlake Wealth Management’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Buy	9,200 +191	+2%	+$5.35K	0.05%	316
2025 Q4	$260K	Buy	+9,009	New	+$211K	0.06%	289
2025 Q3	–	Sell	-11,063	Closed	-$127K	–	358
2025 Q2	$127K	Sell	11,063 -11	-0.1%	-$103	0.04%	306
2025 Q1	$119K	Sell	11,074 -257	-2%	-$2.69K	0.05%	254
2024 Q4	$120K	Sell	11,331 -903	-7%	-$8.39K	0.05%	261
2024 Q3	$101K	Buy	12,234 +2,189	+22%	+$17.1K	0.04%	270
2024 Q2	$74.7K	Buy	+10,045	New	+$80.5K	0.03%	275
2024 Q1	–	Sell	-10,470	Closed	-$119K	–	258
2023 Q4	$119K	Sell	10,470 -426	-4%	-$4.6K	0.07%	218
2023 Q3	$118K	Sell	10,896 -728	-6%	-$9.09K	0.07%	216
2023 Q2	$146K	Sell	11,624 -492	-4%	-$6.38K	0.08%	216
2023 Q1	$183K	Sell	12,116 -829	-6%	-$11.8K	0.11%	200
2022 Q4	$123K	Sell	12,945 -2,493	-16%	-$28.1K	0.08%	200
2022 Q3	$178K	Sell	15,438 -451	-3%	-$6.13K	0.12%	186
2022 Q2	$213K	Buy	+15,889	New	+$295K	0.14%	177