Summit Financial’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 | $1.33M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $90.4K | Sell |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $145K | Buy |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $269K | Buy |
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