United Capital 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	$2.58M	Buy	93,861 +9,021	+11%	+$253K	0.02%	496
2025 Q4	$2.45M	Buy	84,840 +29,547	+53%	+$691K	0.01%	487
2025 Q3	$1.08M	Buy	55,293 +2,554	+5%	+$34.8K	0.01%	618
2025 Q2	$604K	Buy	52,739 +9,425	+22%	+$87.9K	﹤0.01%	732
2025 Q1	$465K	Sell	43,314 -224	-0.5%	-$2.34K	﹤0.01%	766
2024 Q4	$460K	Sell	43,538 -20,935	-32%	-$195K	﹤0.01%	754
2024 Q3	$532K	Sell	64,473 -7,587	-11%	-$59.3K	﹤0.01%	712
2024 Q2	$536K	Buy	72,060 +23,247	+48%	+$186K	﹤0.01%	697
2024 Q1	$426K	Sell	48,813 -15,556	-24%	-$150K	﹤0.01%	778
2023 Q4	$733K	Buy	64,369 +9,298	+17%	+$100K	0.01%	632
2023 Q3	$598K	Buy	55,071 +4,638	+9%	+$57.9K	﹤0.01%	608
2023 Q2	$632K	Sell	50,433 -5,789	-10%	-$75.1K	﹤0.01%	643
2023 Q1	$849K	Sell	56,222 -30,907	-35%	-$440K	﹤0.01%	622
2022 Q4	$826K	Sell	87,129 -20,195	-19%	-$228K	﹤0.01%	657
2022 Q3	$1.23M	Sell	107,324 -27,358	-20%	-$372K	0.01%	570
2022 Q2	$1.81M	Buy	+134,682	New	+$2.5M	0.01%	514
2020 Q1	–	Sell	-7,801	Closed	-$255K	–	1380
2019 Q4	$255K	Buy	+7,801	New	+$235K	﹤0.01%	1204
2019 Q3	–	Sell	-26,347	Closed	-$809K	–	1494
2019 Q2	$809K	Buy	26,347 +1,806	+7%	+$52.5K	0.01%	881
2019 Q1	$663K	Buy	24,541 +1,591	+7%	+$44.3K	﹤0.01%	899
2018 Q4	$568K	Buy	22,950 +6,552	+40%	+$199K	﹤0.01%	879
2018 Q3	$525K	Buy	16,398 +1,013	+7%	+$28.5K	﹤0.01%	958
2018 Q2	$423K	Buy	+15,385	New	+$367K	﹤0.01%	975
2015 Q1	–	Sell	-11,648	Closed	-$401K	–	1283
2014 Q4	$401K	Sell	11,648 -6,963	-37%	-$241K	0.01%	892
2014 Q3	$703K	Buy	+18,611	New	+$775K	0.01%	697
2013 Q3	–	Sell	-21,349	Closed	-$843K	–	751
2013 Q2	$843K	Buy	+21,349	New	+$851K	0.02%	431