Venturi Wealth Management’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 | $232K | Buy |
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|
2025
Q4 | $233K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $29.2K | Buy |
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|
2024
Q3 | $16.7K | Buy |
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|
2024
Q2 | $11.9K | Buy |
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|
2024
Q1 | $5.81K | Sell |
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|
2023
Q4 | $8.99K | Buy |
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|
2023
Q3 | $6.24K | Sell |
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|
2023
Q2 | $8.37K | Buy |
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|
2023
Q1 | $8.97K | Buy |
|