Waverly Advisors’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 | $1M | Buy |
36,544
+1,889
| +5% | +$52.9K | 0.01% | 832 |
|
|
2025
Q4 | $999K | Buy |
34,655
+7,853
| +29% | +$184K | 0.01% | 767 |
|
|
2025
Q3 | $523K | Buy |
26,802
+1,798
| +7% | +$24.5K | 0.01% | 838 |
|
|
2025
Q2 | $287K | Sell |
25,004
-1,441
| -5% | -$13.4K | ﹤0.01% | 986 |
|
|
2025
Q1 | $284K | Sell |
26,445
-580
| -2% | -$6.07K | ﹤0.01% | 934 |
|
|
2024
Q4 | $286K | Buy |
27,025
+6,372
| +31% | +$59.2K | ﹤0.01% | 839 |
|
|
2024
Q3 | $170K | Sell |
20,653
-290
| -1% | -$2.27K | ﹤0.01% | 780 |
|
|
2024
Q2 | $156K | Sell |
20,943
-4,451
| -18% | -$35.7K | ﹤0.01% | 780 |
|
|
2024
Q1 | $222K | Buy |
25,394
+4,440
| +21% | +$42.8K | 0.01% | 638 |
|
|
2023
Q4 | $238K | Sell |
20,954
-1,497
| -7% | -$16.2K | 0.01% | 391 |
|
|
2023
Q3 | $244K | Sell |
22,451
-132
| -0.6% | -$1.65K | 0.01% | 360 |
|
|
2023
Q2 | $283K | Buy |
22,583
+2,665
| +13% | +$34.6K | 0.01% | 306 |
|
|
2023
Q1 | $301K | Buy |
19,918
+362
| +2% | +$5.15K | 0.02% | 234 |
|
|
2022
Q4 | $185K | Sell |
19,556
-1,261
| -6% | -$14.2K | 0.01% | 268 |
|
|
2022
Q3 | $239K | Buy |
20,817
+5,021
| +32% | +$68.2K | 0.02% | 213 |
|
|
2022
Q2 | $212K | Buy |
+15,796
| New | +$293K | 0.02% | 195 |
|
|
2014
Q4 | – | Sell |
-203
| Closed | -$8K | – | 680 |
|
|
2014
Q3 | $8K | Sell |
203
-194
| -49% | -$8.08K | ﹤0.01% | 543 |
|
|
2014
Q2 | $15K | Sell |
397
-26
| -6% | -$1.02K | 0.01% | 379 |
|
|
2014
Q1 | $18K | Sell |
423
-1,571
| -79% | -$66.2K | 0.01% | 337 |
|
|
2013
Q4 | $92K | Buy |
1,994
+233
| +13% | +$10.1K | 0.03% | 248 |
|
|
2013
Q3 | $76K | Buy |
+1,761
| New | +$73.2K | 0.04% | 186 |
|
Other funds holding WBD
VCM
VPM
PCM
SC