Transamerica Financial Advisors’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1K	Buy	404 +218	+117%	+$6.1K	﹤0.01%	904
2025 Q4	$5.36K	Buy	186 +69	+59%	+$1.61K	﹤0.01%	950
2025 Q3	$2.29K	Buy	+117	New	+$1.59K	﹤0.01%	1021
2024 Q4	–	Sell	-1	Closed	-$1K	–	590
2024 Q3	$1K	Hold	1	–	–	﹤0.01%	571
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	545
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	592
2023 Q4	$1K	Sell	1 -1	-50%	-$11	﹤0.01%	610
2023 Q3	$1K	Hold	2	–	–	﹤0.01%	629
2023 Q2	$1K	Hold	2	–	–	﹤0.01%	601
2023 Q1	$1K	Sell	2 -1,264	-100%	-$18K	﹤0.01%	588
2022 Q4	$12K	Sell	1,266 -32	-2%	-$361	﹤0.01%	319
2022 Q3	$15K	Buy	1,298 +26	+2%	+$353	﹤0.01%	305
2022 Q2	$18K	Buy	+1,272	New	+$23.6K	﹤0.01%	294
2021 Q2	–	Sell	-21	Closed	-$1K	–	247
2021 Q1	$1K	Buy	+21	New	+$1.05K	0.02%	194
2013 Q3	–	Sell	-9,820	Closed	-$388K	–	639
2013 Q2	$388K	Buy	+9,820	New	+$391K	0.06%	132