Simon Quick Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Sell
15,628
-3,061
-16% -$35.1K 0.01% 767
2025
Q1
$201K Buy
18,689
+5,722
+44% +$61.4K 0.01% 566
2024
Q4
$137K Buy
+12,967
New +$137K 0.01% 466