Vaughan David Investments’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 | $241K | Sell |
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|
2025
Q2 | $154K | Sell |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $148K | Sell |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $4.11M | Buy |
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