Strategic Wealth Partners’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
$40.6K Buy
+3,543
New +$40.6K ﹤0.01% 531
2024
Q3
Sell
-10,660
Closed -$79.3K 304
2024
Q2
$79.3K Buy
+10,660
New +$79.3K 0.01% 285
2022
Q3
Sell
-22,240
Closed -$298K 284
2022
Q2
$298K Buy
+22,240
New +$298K 0.06% 198