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Spire Wealth Management’s Warner Bros WBD Stock Holding History

Spire Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.5K Sell
2,644
-385
-13% -$10.4K ﹤0.01% 1075
2026
Q1 		$83.2K Sell
3,029
-1,168
-28% -$32.7K ﹤0.01% 1026
2025
Q4 		$121K Sell
4,197
-9,283
-69% -$217K ﹤0.01% 934
2025
Q3 		$263K Sell
13,480
-7,892
-37% -$108K 0.01% 710
2025
Q2 		$245K Sell
21,372
-70,771
-77% -$660K 0.01% 709
2025
Q1 		$989K Buy
92,143
+65,320
+244% +$683K 0.03% 403
2024
Q4 		$284K Buy
+26,823
New +$249K 0.01% 723
2022
Q2 		– Sell
-1,922
Closed -$48K – 2846
2022
Q1 		$48K Sell
1,922
-14,025
-88% -$385K ﹤0.01% 1465
2021
Q4 		$375K Buy
15,947
+3,852
+32% +$95.9K 0.01% 812
2021
Q3 		$307K Sell
12,095
-450
-4% -$12.7K 0.01% 747
2021
Q2 		$385K Buy
12,545
+1,083
+9% +$37.6K 0.01% 698
2021
Q1 		$558K Buy
+11,462
New +$572K 0.01% 631

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return