Valley National Advisers’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 | $12K | Buy |
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|
2025
Q2 | $7K | Buy |
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|
2025
Q1 | $6K | Sell |
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|
2024
Q4 | $7K | Sell |
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|
2024
Q3 | $6K | Sell |
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|
2024
Q2 | $16K | Sell |
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|
2024
Q1 | $19K | Sell |
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|
2023
Q4 | $28K | Buy |
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|
2023
Q3 | $26K | Buy |
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|
2023
Q2 | $30K | Sell |
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|
2023
Q1 | $42K | Sell |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $64K | Buy |
|