Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $296K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | $137K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $3K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Buy |
|