Summit Place Financial Advisors’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	$1.25M	Buy	109,288 +5,200	+5%	+$59.6K	0.63%	56
2025 Q1	$1.12M	Buy	104,088 +18,935	+22%	+$203K	0.63%	53
2024 Q4	$900K	Buy	85,153 +23,925	+39%	+$253K	0.51%	59
2024 Q3	$505K	Buy	+61,228	New	+$505K	0.28%	65