Venturi Wealth Management’s Warner Bros WBD Stock Holding History

Venturi Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$233K	Buy
2025 Q1	–	Sell
2024 Q4	$29.2K	Buy
2024 Q3	$16.7K	Buy
2024 Q2	$11.9K	Buy
2024 Q1	$5.81K	Sell
2023 Q4	$8.99K	Buy
2023 Q3	$6.24K	Sell
2023 Q2	$8.37K	Buy
2023 Q1	$8.97K	Buy