Summit Securities Group’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
Q3 | $15.8K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $5.99K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $2K | Sell |
|
|||||
|
2024
Q1 | $170K | Sell |
|
|||||
|
2023
Q4 | $415K | Sell |
|
|||||
|
2023
Q3 | $402K | Sell |
|
|||||
|
2023
Q2 | $791K | Buy |
|
|||||
|
2023
Q1 | $434K | Buy |
|
|||||
|
2022
Q4 | $232K | Sell |
|
|||||
|
2022
Q3 | $377K | Sell |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $2K | Buy |
|
|||||
|
2021
Q4 | – | Hold |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Hold |
|
|||||
|
2021
Q1 | – | Hold |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $67K | Buy |
|