Summit Trail Advisors’s Warner Bros WBD Stock Holding History

Summit Trail Advisors’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$918K	Buy
2024 Q4	–	Sell
2024 Q3	$238K	Sell
2024 Q2	$268K	Buy
2024 Q1	$309K	Buy
2023 Q4	$148K	Sell
2023 Q3	$177K	Buy
2023 Q2	$204K	Buy
2023 Q1	$226K	Buy
2022 Q4	$125K	Buy
2022 Q3	$129K	Buy