SOA Wealth 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
Q3 | $57.4K | Buy |
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|
2025
Q2 | $31.2K | Hold |
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|
2025
Q1 | $29.2K | Hold |
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|
2024
Q4 | $28.7K | Sell |
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|
2024
Q3 | $23.2K | Sell |
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|
2024
Q2 | $21.2K | Sell |
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|
2024
Q1 | $30K | Sell |
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|
2023
Q4 | $40.1K | Sell |
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|
2023
Q3 | $43.6K | Buy |
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|
2023
Q2 | $50.3K | Sell |
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|
2023
Q1 | $62.1K | Buy |
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|
2022
Q4 | $38.7K | Buy |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $53K | Buy |
|