Steward Partners Investment Advisory’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
Q2
$660K Sell
2025
Q1
$685K Sell
2024
Q4
$689K Buy
2024
Q3
$498K Buy
2024
Q2
$443K Sell
2024
Q1
$546K Sell
2023
Q4
$766K Sell
2023
Q3
$876K Sell
2023
Q2
$1.04M Buy
2023
Q1
$1.13M Buy
2022
Q4
$560K Sell
2022
Q3
$853K Sell
2022
Q2
$1.17M Buy