Valley Wealth Managers’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 | $15.5K | Hold |
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|
2025
Q2 | $9.08K | Sell |
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|
2025
Q1 | $15.8K | Sell |
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|
2024
Q4 | $17.7K | Buy |
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|
2024
Q3 | $8.66K | Buy |
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|
2024
Q2 | $7.16K | Hold |
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|
2024
Q1 | $8.4K | Hold |
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|
2023
Q4 | $10.9K | Hold |
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|
2023
Q3 | $10.4K | Hold |
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|
2023
Q2 | $12.1K | Hold |
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|
2023
Q1 | $14.5K | Sell |
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|
2022
Q4 | $10.2K | Sell |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $516K | Buy |
|